Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Here's Your Year-End Portfolio Planning Checklist for 2023
By Roger WohlnerHere are eight important investing topics to discuss with clients in the next few months.
September 26, 2023
The Seven Deadly Sins of Year-End Financial PlanningThese lapses could tempt your client to forsake you for another advisor.
July 28, 2023
Direct Indexing Isn't Just for StocksAs awareness grows and usage broadens, experts anticipate that direct indexed SMA assets could surpass $800 billion by 2026.
July 20, 2023
The Bar for Advisors Has Been Raised: MyVest CEOClient expectations are increasingly being elevated by their digital experiences elsewhere, says Anton Honikman.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
March 15, 2023
10 Timely Tax Issues to Discuss With ClientsTax law changes are expected in the future as the 2017 tax overhaul inches toward expiration.
March 14, 2023
3 Ways to Help Clients Create Tax-Efficient PortfoliosThe potential generation of tax savings over the long term can elevate the advisor-client relationship.