Despite the ups and downs of 2022, Randy believes there are still opportunities for advisors to leverage the market conditions of 2023 in service of preserving clients’ portfolios. Among the areas of opportunity are tax loss harvesting, Roth conversion strategies, and long-term flexible planning.
Read the full outlook here: https://bit.ly/3i39qgo
To speak with Randy, contact our Newport office.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.
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