The right year-end investment can add tax efficiency and stability to portfolios

Published On: December 11, 2023Categories: Equiton in the News

As 2023 winds down, financial advisors are beginning year-end tax planning and examining portfolios to strategize for the upcoming year. Tax-loss selling, a strategy where investors sell investments at a loss to offset capital gains, is top of mind for many after a period defined by interest-rate hikes and high inflation.