Unlike 2012 when looming changes to capital gains and other taxes sent owners of assets from stocks to real estate and caused a mini-year-end selling frenzy to lock in gains at lower rates 2013 provides no such overt catalyst. But with the year drawing to a close it is still the time investors need to look at their portfolios for rebalancing and determining asset allocation. While it should never be the driver of investment decisions one needs to always keep an eye on tax implications as they can have a significant impact on final total returns. Typically at year end ...![]()
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