Tax Loss Harvesting - I Love Rebalancing

When markets are good and you're up now 20 or 30%, you could combine rebalancing when not only the loss harvests that you did back during the bear market, but also charitable giving. This is the way I've told you guys, when I give to charities, I love giving appreciated holdings. I love tax loss harvesting. And if you're looking at the wind component, use rebalancing as kind of that trigger point.