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Wealth & Wisdom Ep. 57 - When Capital Gains Are a Good Thing: Tax-Smart Investing in Strong Markets
Strong markets can create significant portfolio growth, but they can also create new tax-planning decisions. In this episode, we discuss why realizing capital gains isn’t necessarily a bad thing and how thoughtful investment management considers both portfolio performance and the after-tax return investors ultimately keep.
We cover when it can make sense to sell appreciated investments, why diversification and rebalancing may justify realizing gains, and strategies that can help manage the tax impact. We also explore tax-loss harvesting, charitable giving, donor-advised funds, and…
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