How to leverage the rare opportunity of discounted fixed-income investments to balance your portfolio during this disconcerting time.
Carefully planning a strategy that moves you from a large, concentrated position to a diversified portfolio spreads outcomes, good and bad, across a diversified group of accounts. And that achieves the ultimate goal: predictability.
When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.