Hi everyone,
Public equity gains have pushed many investors’ portfolios beyond their intended risk levels. Instead of moving to cash, high‑net‑worth investors can crystalize gains by rebalancing into income‑oriented private markets—such as private real estate, infrastructure, or private credit—which have the potential to offer steadier yield and lower correlation to equities.
Review your portfolio now. If rising equity values have increased your risk exposure, talk with your advisor about reallocating some gains into private‑market income opportunities to stay invested while reducing risk.
Read the whole article here: https://www.wealthmanagement.com/investing-strategies/crystallizing-gains-without-cashing-in?utm_rid=CPG09000005582924&utm_campaign=55497&utm_medium=email&elq2=451e9b25e96d4e20acba5e1f66899e3a&oly_enc_id=1450I0977623F5F&sp_eh=fc1b89ad39a2b571b6c8894106806527cb1728e0f3cecc9bf8c00c40423188c9&utm_source=Eloqua
Rebalancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.