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February 19th, 202611:00 am CT

February 19th, 2026 | 11:00 am CT

Virtual

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Strategies for Managing Portfolio Capital Gains

Capital gains are the profits you realize when you sell an investment for more than you paid for it—and managing them is an important part of tax-aware investing. In this session, Chief Planning Officer Jeffrey Levine will share practical strategies investors can use to help manage portfolio capital gains and reduce their overall tax impact, without losing sight of long-term investment goals. 

What we’ll cover: 

• How to balance gains and losses within a portfolio 

• When and how to time investment transactions 

• How tax-aware planning approaches can help you keep more of what you earn 

This is for informational purposes only. The content does not purport to present a complete picture, but Focus Partners believes the information is representative of issues and needs facing some clients. This should not be construed as specific investment, tax, or legal advice. Individuals should seek advice from their wealth advisor or other advisors before undertaking actions in response to the matters discussed. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice. This represents the opinions of Focus Partners, may contain forward-looking statements, and presents information that may change. Nothing contained in this communication may be relied upon as a guarantee, promise, assurance, or representation as to the future. Investing involves risk, including, but not limited to, loss of principal. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. ©2025 Focus Partners Wealth, LLC. All rights reserved.

 RO-26-5098863

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Featured Speakers

  • Don Rochleau, CFP®

    Director, Client Development

    Learn More about Don

    As the Director of Client Development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Focus. His collaborative working relationship with Focus's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

  • Jeffrey Levine

    Chief Planning Officer

    Learn More about Jeff

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

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