Press Release

How Do You Persuade Tax-Averse Clients to Rebalance?

August 19, 2021

‘The clients look at me like I have four heads, and I point out that the alternative would have been to have generated no returns on their investments.’ – S. Powell

Barron’s Steve Garmhausen checked in with wealth management executives and top advisors, including KAR’s Spuds Powell, to ask the big question about how advisors approaching the conversation with tax-averse clients to rebalance.

Click here to read the article.

 

Back to Newsroom

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information 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 listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of 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.
Past performance is no guarantee of future results.