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As a Los Angeles financial advisor, I can confirm I’ve never spoke with anyone that gets excited about losing money from their investments. However, markets don’t go straight up. Recognizing losses from tax-loss harvesting creates tax benefits that can help your overall financial picture. In the short-term, market volatility produces opportunities to recognize investment losses. A diversified portfolio won’t have as many opportunities to recognize investment losses with a long-term time horizon. How do investors maintain their overall portfolio while recognizing losses? 

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Get the Work Optional Playbook

Tax-efficient strategies to accelerate financial independence
Make the most of RSUs and equity compensation
Avoid the planning mistakes that delay financial freedom

Send Me the Free Playbook

No spam. Unsubscribe anytime.