113: Tax Loss Harvesting – Is It Right For You?

This episode is next in the podcast series #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question. In this episode, Patti acknowledges that we are in the midst of one of the worst bear markets she can remember.  With losses in almost every market and investment vehicle, it may be surprising to learn that there are significant opportunities for the investor today.  Patti explains these opportunities and educates the listener on the advantages of tax loss harvesting.  Speak with your advisor today before the year closes out to see how you can maximize these opportunities within your own portfolio.