Nervous about your portfolio after the market's stellar run? I'm tackling the classic investor dilemma: why we panic when we make money and panic when we lose it. Learn how to use year-end strategically with tax-loss harvesting, donor-advised funds, and rebalancing techniques that keep you on track. To discover how to turn market anxiety into smart planning, tune in.
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SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/
LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
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SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142
Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show
Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
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VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
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CONTACT ME:
Email me: aaron@lighthousecapital.co.il
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DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
