Episode Details

Stuck between a house sale and a down payment? Selling stocks to cover costs might seem easy, but capital gains taxes and lost compounding can hurt more than you think. Fidelity reveals three smarter ways to borrow against your existing assets without liquidating: HELOCs, SBLOCs, and margin loans. Each lets you tap into your portfolio’s value while keeping your long-term growth intact. But use them wisely—only for short-term needs with a solid repayment plan. If your collateral dips, you could face forced sales and even bigger taxes. Borrowing can actually save you money over selling, especially when interest rates beat tax rates and lost growth.

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