Thank you to Frank for agreeing to come and share his knowledge!

In this episode of Conversations from the Canopy, Don brings in Frank Ferritto, a man with a decade plus experience in wealth management, to talk about how tax loss harvesting can generate alpha for a portfolio. It is the first of December; the clock is ticking to identify which names – if any – make sense to better your tax burden.

From there, the conversation expands to a host of other topics: evolution of the 60-40 portfolio; the “enshittification” of private equity; the miraculous catch-up in all investment ex-U.S. tech; and then close with a discussion on how increased political polarization may influence investment risk.

Influencer Jargon: If you’re feeling spicy, go to YouTube to like, subscribe, hit the bell for myself and Bastion.

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