Top of the Morning: Raising cash - Sell or borrow?
UBS On-Air: Market Moves · Podcast owner
March 26, 202616m 10s
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Show Notes
If I have a tax bill coming due soon, should I sell investments to raise cash - potentially realizing taxes and missing out on gains - or should I borrow and pay interest on the loan so that I can keep the portfolio invested? Dan Scansaroli, Head of Global Investment Management Multi-Asset Solutions & Co-Head Investment Management Americas, and Justin Waring, Head of UBS Wealth Way Strategy & Solutions, help answer this questions and examine the tradeoff. Host: Daniel Cassidy