At year-end, 2 in 5 investors in the study said they plan to check in with a financial advisor and use online tools to review their portfolios.
Thirty-one percent said they will sell any stocks that have lost value in order to offset taxes on both gains and income, and 28% will make a charitable donation of stocks, bonds or cash.
As for financial New Year’s resolutions, 37% said they plan to learn more about investing, trading and the markets; 36% said they will use online tools more often; and 34% resolved to seek the help of investment professionals.
“As we continue to navigate through the pandemic for yet another year, it’s encouraging that investors recognize that staying the course is a solid strategy,” Mike Loewengart, managing director of investment strategy at E-Trade Financial, said in a statement.
“And though we’ve experienced a robust bull market, this final quarter of 2021 has shown we’re not immune to volatility. We may continue to see ebbs and flows in the market, and investors are employing all of the tools in their toolkit to stay on track.
