A Wild Reversal, Tax-Loss Harvesting & 5 Things Every Portfolio Should Have

Jeff, Joe, and Kyle kick off the show with last week’s market recap. The Dow was up 1.2%, the S&P 500 was down 1.6%, and the NASDAQ was down 3.1%. All three indexes remain down in double digits year-to-date. Last week featured a Thursday rip-your-face-off, short-covering, technical bounce rally after the S&P dipped below 3500, but it didn’t hold on Friday. It was one of the top five reversals in history – on absolutely no news. The Money Wise guys discuss what happened, why investors should be thinking about tax-loss harvesting right now, and much more.

In the second hour, the Money Wise guys discuss the 5 Things Every Portfolio Should Have. You don’t want to miss the details! Tune in for the full discussion on your favorite podcast provider or at davidsoncap.com, where you can also learn more about the Money Wise guys or take advantage of a portfolio review and analysis with Davidson Capital Management.

Send us your feedback online: https://pinecast.com/feedback/moneywise/00474688-85ec-43b2-99e2-026e49e90751