Traditional tax-loss harvesting can be effective at the inception of an account, leaving winners in the portfolio to continue climbing and s
A tax-loss harvesting strategy that applies a modest long/short extension may offer some key advantages over more traditional long-only appr
The Biden administration has proposed some of the most significant federal tax increases since 1993, mostly focusing on capital gains (as th
In this next installment of our series on tax-loss harvesting, we explore three sources of tax-loss harvesting benefits in greater detail, f
Tax-loss harvesting strategies are often thought of as a deferral strategy with investors utilizing tax benefits in the short-term only to h
In a portfolio context, an investor does not need to lose any economic value to claim tax losses. This is the result of two elements—the fir
Recent headlines regarding potential capital gain tax increases targeted at the nation’s wealthiest investors have led to an increased focus
