Avoiding current taxes on highly appreciated stocks

The stock market has done well since it bottomed out during the pandemic, and many investors now find themselves with big gains but also with out-of-balance portfolios.  Yet they may be reluctant to rebalance because of the tax implications of those big gains.  Our guest, however, says that there is a possible strategy to improve your portfolio’s diversification without paying those current capital gains taxes. Mike Switzer interviews Rick Van Der Noord, a certified financial planner in Greenville, SC.