David Hagee Executive Vice President, Chief Investment Officer
As 2024 draws to a close, it’s important for investors to review your investment portfolio. For high-net-worth investors, the regular discipline of a portfolio review with your wealth management team can help ensure your portfolio is aligned with your investment goals and you are positioned to capture opportunities for additional investments and tax efficiencies over time.
In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer David Hagee and Tim Michel, Director of Portfolio Management, discuss portfolio rebalancing, tax-loss harvesting, and additional year-end strategies to grow your investment portfolio for 2025 and beyond.
