As the year wraps up, we’re reviewing portfolios for tax loss selling opportunities. This strategy can reduce your tax bill while positioning your portfolio for future growth.

If appropriate, we may recommend swapping a holding for a similar one to realize the loss while staying invested.

Please also keep in mind that portfolio values as of December 31 will be used to generate your year-end statements. Be sure to reach out if you have questions about anything you see.

We appreciate your continued trust and look forward to partnering with you in the year ahead.

Sincerely,

Katz Family Financial