2 Question Tuesday – 12/19/2023 – Will The Rally Continue? Are Stocks Overbought? What Is Tax-Loss Harvesting And What Tax Planning Moves Should I Make?

Welcome to 2 Question Tuesday. This week’s client submitted questions were:

  1. Will the rally continue? Are stocks overbought?
  2. What is tax-loss harvesting and what tax planning moves should I make?

Phil, Mike, and Larry discuss the recent rally in the stock market leading up to, and immediately after, the Federal Reserve meeting last week and the subsequent declines. They then analyze whether stocks are currently overbought and will this rally continue into the new year. After that they talk about year-end tax planning and the moves investors need to take in their portfolios, such as tax-loss harvesting.

Submit your questions to question@2questiontuesday.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Host Lawrence Carrel’s books available available at Amazon.com