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Year-End Market Moves: Timing Strategies to Optimize Your Portfolio

Webinar Recorded on Dec 18, 2024  | 1 hour Download Slides (PDF)

Webinar Description

With the end of the year rapidly approaching, strategic portfolio adjustments are critical for optimizing returns and managing risk. Join two of Barchart's market experts, John Rowland and Jim Van Meerten, with a combined 100 years of trading experience, as they delve into the art of year-end portfolio management. This 50-minute webinar will equip you with the tools to fortify your investments using diversification, rebalancing, asset reallocation, and tax-loss harvesting strategies.

Viewers will learn how to create a balanced portfolio that spans asset classes such as stocks, real estate, credit markets, and alternatives while navigating the nuances of sector-specific investments. You will discover actionable insights on rebalancing to maintain alignment with your financial goals and explore how asset reallocation can capitalize on shifting macro trends. Finally, you will gain clarity on tax-loss harvesting, a powerful strategy to minimize tax liabilities in taxable accounts while adhering to IRS wash-sale rules.

Don't miss this timely session designed to help you make informed adjustments before the new year!

DISCLAIMER REGARDING INVESTMENT DECISIONS AND TRADING

Decisions to buy, sell, hold or trade in securities, commodities and other investments involve risk and are best made based on the advice of qualified financial professionals. Any trading in securities or other investments involves a risk of substantial losses. The practice of “Day Trading” involves particularly high risks and can cause you to lose substantial sums of money. Before undertaking any trading program, you should consult a qualified financial professional. Please consider carefully whether such trading is suitable for you in light of your financial condition and ability to bear financial risks. Under no circumstances shall we be liable for any loss or damage you or anyone else incurs as a result of any trading or investment activity that you or anyone else engages in based on any information or material you receive through Barchart.com or our Services.

Details

John Rowland, CMT

John Rowland, CMT

Sr. Market Strategist
Barchart.com, Inc.
Webinar Level:
Beginner
Concepts Covered:
Portfolio Management