2026, Asset Allocation and Debt Management

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

JANUARY 23, 2024

For example, there is going to be an increase in tax rates in 2026 due to the onset of the Tax Cuts and Jobs Act. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well. As you approach retirement, a 60% to 70% stock allocation and the remaining in bonds becomes more common.

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Financial Advisor Risk Tolerance Communication Taxes

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How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

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