Strategies for Managing Portfolio Capital Gains

In this session, Chief Planning Officer Jeffrey Levine shares 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 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. ©2026 Focus Partners Wealth, LLC. All rights reserved.

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