Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More

Nov 27, 2023

41:38

As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help us work through them. We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.

We hope you enjoy the discussion.

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