As we approach the end of the year, now is a good time to recommend to your clients that they review their investment portfolio. The reasons are two-fold: First, they should make sure that their allocations to various asset classes and specific securities are still appropriate for their investment strategy. And second, they still have time to realize potentially significant tax savings by harvesting paper losses in their taxable accounts.
Detecting Drift
When a person establishes a particular investment strategy along with their advisor, they probably determined an ideal mix of stocks, bonds, and other investments to help achieve specific financial goals. As markets move, however, those allocations can drift — sometimes radically — away from those targets.
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