If You Have to Sell, How Do You Choose?

March 9, 2020
No one likes to sell when the market is down, but some investors don’t have a choice. In that case, what’s the best approach?

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  • If you have questions about what to do with your portfolio, you can always call Schwab at 877-279-4476.
  • If you have questions about what to do with your portfolio, you can always call Schwab at 877-279-4476.

On Financial Decoder, we often emphasize the importance of taking a long-term approach to investing, but not everyone has that luxury. Some investors have bills to pay right now and need to pull money from their portfolios to make those payments. In this bonus episode, Mark Riepe discusses several approaches for selling smartly if and when you have to.

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Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions.

Diversification and rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. Rebalancing may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events may be created that may affect your tax liability.

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