这并不是说专业投资者都按兵不动。很多人说,他们仍然在采取通常的年底避税措施,比如通过卖掉表现不错的股票、增持估值诱人的行业来实现投资组合的再平衡。对于坚持要锁定当前资本利得税率的客户,纽约州皮茨福特Rochester Financial Services理财顾问费尔德曼(Jeff Feldman)的办法是抛售一部分升值股票,然后马上买回。这样一来,他的客户可以按当前较低的税率纳税,同时重新设定投资组合的“成本基础,从而减少将来的资本利得税额。
Of course, many investors may be undergoing a 'deer in the headlights' moment in which they are too uncertain to act. That could be a good thing, says Stephen Biggs, a financial adviser based in Lafayette, Calif. The market could rally if lawmakers reach a deal, and investors who sell their holdings now could miss out on those gains. 'Now is the time to stay invested,' Mr. Biggs says.
当然,很多投资者可能是像“汽车大灯照射下的鹿一样,惊慌之下不知道该怎么办。加利福尼亚州拉斐特(Lafayette)的理财顾问比格斯(Stephen Biggs)说,这可能是一件好事。如果国会议员达成协议,市场有可能反弹,现在抛售的投资者就有可能错失行情。比格斯说,现在应该继续把钱放在市场里面。
【财政悬崖面前 以不变应万变】相关文章:
最新
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15