As the year wraps up, it’s the perfect time to review your investment portfolio. Here’s why: 1️⃣ Tax-loss harvesting: Offset gains by selling underperforming assets. 2️⃣ Rebalancing: Ensure your portfolio matches your risk tolerance. 3️⃣ Stay aligned with your long-term goals. Need help with a year-end portfolio review? Let’s chat! #TaxLossHarvesting #Rebalancing #YearEndReview Disclosure: The above is for informational purposes only, and no statement shall constitute tax, legal, insurance or investment advice. For further information on TKGWealth, please visit www.tkgwealth.com.
