End-of-Year Investment Strategies

With 2023 winding down, now is an ideal time for investors to assess their wealth management plan. In the latest episode of Conversations with Commerce Trust, podcast host and Chief Investment Officer David Hagee is joined by Commerce Trust Directors of Portfolio Management Tara McConkey and Tim Michel, to discuss how recent economic and market activity could factor into year-end investment strategies for high-net-worth investors. 

Read our companion piece on the importance of portfolio rebalancing as part of a healthy wealth management approach, potential tax advantages and how often one should rebalance. https://www.commercetrustcompany.com/news-and-insights/2023/why-portfolio-rebalancing-makes-sense

Find all of our Podcasts at: https://www.commercetrustcompany.com/research-and-insights/podcasts