Year-End Portfolio Panic? When to Sell, Hold, or Buy More for RetirementMarket volatility at year-end is common and often temporary.Holding investments during December may be more beneficial than making hasty decisions.
I'm 47 and just sold my business - what should I do with the $6.5 million I'm suddenly sitting on?Tax loss harvesting can optimize after-tax returns for high-net-worth individuals after a significant cash influx.