Smart Reallocation Strategies
Brad and Sean discuss the importance of staying calm during financial crises and explore effective strategies like reallocation and tax loss harvesting. They highlight how to assess your current portfolio and consider moving assets from high-fee advisors to more cost-effective brokerages without incurring tax penalties. The conversation emphasizes taking advantage of market dips to optimize your investment strategy.In this clip
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205 | Tax Loss Harvesting with Sean Mullaney
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