The Investors’ Dilemma
July 02, 2024 at 13:58 PM EDT
By Doug Sandler, CFA SUMMARY The world is dynamic and market leadership is constantly changing. Failure to reposition portfolios purely for tax reasons can lead to lost opportunities and concentration risk, in our view. Financial advisors have the tools and the experience to assist their clients in managing capital gains efficiently. Nobody enjoys paying capital [...] The post The Investors’ Dilemma appeared first on ETF Trends .