If You Have to Sell, How Do You Choose?

On Financial Decoder, we frequently emphasize the importance of taking a long-term approach to investing, but not everyone has that high-end. Some financiers have expenses to pay right now and require to pull cash from their portfolios to make those payments. In this bonus offer episode, Mark Riepe discusses several methods for offering smartly if and when you have to.

– Discover more about the benefits of rebalancing in the article "Rebalancing to Help In Reducing Threat." ()
– Check out the silver lining of investment losses in "Profit of Tax-Loss Harvesting." ()

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Important Disclosures:.

The info offered here is for basic informative functions just and should not be thought about an individualized recommendation or personalized investment advice. The financial investment techniques discussed here might not appropriate for everyone. Each investor requires to examine an investment strategy for his/her own particular scenario before making any financial investment choice.

All expressions of viewpoint are subject to alter without notice in response to shifting market conditions.

Diversity and rebalancing a portfolio can not assure a profit or protect against a loss in any offered market environment. Rebalancing might trigger investors to incur deal costs and, when rebalancing a non-retirement account, taxable occasions might be created that may affect your tax liability.

This info does not make up and is not meant to be a substitute for specific customized tax, legal, or financial investment planning recommendations. Where specific guidance is necessary or proper, Schwab suggests assessment with a certified tax advisor, CPA, financial organizer, or financial investment supervisor.