Prep Your Portfolio for the Fourth Quarter

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing how to prep your portfolio in the fourth quarter. “This year, the fourth quarter is an excellent time to verify your portfolio, designed to produce maximum after-tax gains. Many investors look only at their gross rate of return without regard to tax liabilities, thus reducing their net return,” he says.