This chapter explores the concepts of tax loss harvesting and portfolio rebalancing, with a speaker reflecting on a missed opportunity in 2020 and discussing strategies for future tax-efficient investing. The challenges of rebalancing portfolios, particularly in taxable accounts, are also highlighted.
Choosing how to divide your assets among stocks, bonds, and other investment vehicles is a good first step, but asset allocation also impacts your tax rate, portfolio performance, and long-term ease of maintaining it all. In part two, Eric and Jason dig further into their own portfolios from their respective sides of FI and discuss the role of bonds, risk, tools you can use to assess your portfolio and model performance, rebalancing, and an interesting - not often discussed - case for financial advisors.
**Watch Part 1 here: https://youtu.be/OJG8_qct4hc
**Note: This content does not constitute investment advice and is being presented for informational and educational purposes only.