Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Direct Indexing to Grow Faster Than ETFs, Mutual Funds: Cerulli
By Bernice NapachCerulli is forecasting a 11.4% annual growth rate over the next five years vs. 11.3% for ETFs and 3.3% for mutual funds.
July 02, 2021
In Tax-Loss Harvesting, Step Carefully Through the 'Wash Sale' MinefieldMutual funds and ETFs can cause even bigger headaches, Morningstar's Sheryl Rowling writes.
April 23, 2021
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors SayJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
March 25, 2021
Why Ark's Cathie Wood Harvests Tax Losses Year Round, and You Should, TooA savvy advisor understands how to keep an eye on lowering a client's tax bill, Vestmark's Rob Klapprodt tells ThinkAdvisor.
March 03, 2021
Crum & Forster Closes Monitor Life AcquisitionMonitor Life came to the rescue of the United Nations' credit union members.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
August 24, 2020
Tax-Loss Harvesting During Market Turmoil: Who Did It, Who Didn'tBackend Benchmarking compared robo-advisors' harvesting of losses this year and found big differences among platforms.
August 13, 2020
Riskalyze CEO: 6 Tips for Advisors to Thrive in a 'Risk-First Decade'CEO Aaron Klein also demonstrated new platform enhancements during a Fearless Week keynote.