Three Reasons to Talk about Managing Capital Gains

Jul 31, 2020

According to Goldman Sachs, the combined market values of Apple, Microsoft, Amazon, Google, and Facebook — now account for over 20% of the value of the S&P 500 Index. That exceeds the 18% concentration level that occurred in the famous tech bubble of 2000.  Our next guest says that this is just one reason why investors need to take a serious look at their unrealized capital gains.

Mike Switzer interviews David Allison, a chartered financial analyst in Columbia, SC and a member of the South Carolina chapter of the CFA Society.