EVENTS

Investors often believe tax-loss harvesting is a powerful strategy to reduce taxes and improve portfolio outcomes. But what many don’t realize is:

• Tax-loss harvesting is often used to rationalize or justify investment losses
• It can be difficult to execute consistently and may be ineffective long-term
• The goal of investing should be to maximize wealth over time, not simply avoid taxes

This session can help investors understand why focusing on an empirically tested investment strategy can be far more powerful than chasing short-term tax tactics.

Don't miss your opportunity to attend the American Dream Experience. This two-day training and development course is your opportunity to transform the investing experience for yourself and your family. If you haven't attended yet, reach out to your coach to find out why you could benefit.