Two Strategies to Consider as the S&P 500 Approaches Bear Market Territory

With a bear market comes opportunities for investors.

Watch Advisor Mike Vredenburgh discuss how investors can leverage tax loss harvesting and Roth conversions to insulate their portfolios from taxes on future gains when the market rebounds.

 

If you have additional questions about this topic, you can reach Mike via email at mvredenburgh@monetagroup.com

Thanks for watching!

© 2022 Moneta Group Investment Advisors, LLC. All rights reserved. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax, or legal decision. Past performance is not indicative of future returns. You cannot invest directly in an index. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.

Additional articles