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Episode #72 – Tax Loss Harvesting & Positioning for 2023

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Indhold leveret af Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of the Modern Stock & Option Trading Show, Russ covers how to put a bear marker year (like 2022) into context and offset taxes through a concept called Tax Loss Harvesting. The Wash Sale rule is also covered. In addition, Russ lays out the consensus view for 2023 and covers timing strategies for how to position your portfolio if you are Conservative, Moderate growth or Aggressive.

Don’t forget to subscribe to the show!

  continue reading

96 episoder

Artwork
iconDel
 
Manage episode 349895714 series 3217236
Indhold leveret af Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Russ Mathews - Portfolio Manager & Investment Educator and Russ Mathews eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of the Modern Stock & Option Trading Show, Russ covers how to put a bear marker year (like 2022) into context and offset taxes through a concept called Tax Loss Harvesting. The Wash Sale rule is also covered. In addition, Russ lays out the consensus view for 2023 and covers timing strategies for how to position your portfolio if you are Conservative, Moderate growth or Aggressive.

Don’t forget to subscribe to the show!

  continue reading

96 episoder

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