Episode 29: Diversify Tax Efficiently and Cash Alternatives

Aug 5, 2022

As the market is in a tricky place currently, it is a good time to discuss how you can diversify your portfolio and lose as little to taxes as possible!

Here are just a handful of the things that we'll discuss:

  1. Set a capital gains tax budget
  2. Work with someone that will tax loss harvest
  3. Don’t be afraid to sell the losers
  4. If you have cash on the sideline waiting for rates to go up, we have other options for you!


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