CNBC recently published an article on how bond investors can use tax-loss harvesting to make the most of rising yields and falling bond prices.
Mitch Schlesinger, Evermay Chief Investment Strategist and Senior Portfolio Manager, shared his perspective, explaining that investors shouldn’t try to time the markets, nor should they necessarily wait for year-end before realizing portfolio losses.
"Tax-loss harvesting opportunities are something to monitor throughout the year, not a single trade where you have to pick the perfect moment," he says.
Read the full CNBC article here: The Timely Tax Strategy That Can Help Bond Investors Make the Best of Runaway Yields and Big Losses
If you'd like to learn how Evermay brings investment management and tax planning together, click here.
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