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Charles Schwab: Tax-Loss Harvesting Trades Up in Volatile Market

Volatility is back with a vengeance, and as a result, so is tax-loss harvesting. While many think this tax-smart strategy is only a fourth quarter move, with stocks whipsawing between up and down days throughout the year, Charles Schwab's David Koenig ... read more

Fitbit: Why The Late 2017 Selloff?

Source: FIT ended the first trading day of 2017, January 3rd, at $7.94 per share and remained quite volatile throughout ... in learning more about tax loss harvesting, here is a link to an informative Charles Schwab article, which discusses ... read more

ETFs and Tax-Loss Harvesting

Many financial advisors use low-cost, liquid exchange traded funds in tax-loss harvesting ... market. For example, an investor may be sitting on a loss this year on a financial stock, explained Michael Iachini, managing director of ETF Research at Charles ... read more

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Charles Schwab Announces Availability of Institutional Intelligent Portfolios – Automated Investment Management Platform for Independent Registered Investment Advisors

Charles Schwab combines new automated investment ... Revenue may also be received from the market centers where ETF trade orders are routed for execution. Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their ... read more

Schwab Intelligent Portfolios Review

Charles Schwab has plenty of experience breaking new ground in the financial services field. Forty years ago it established one of the first discount brokerages; in 1996 it introduced a mass-market affordable online trading platform for everyday investors ... read more

Cheap vs smart (it doesn’t matter, beta wins)

Wealthfront is a startup which has embraced passive investing at low cost, offering cheap automated services like portfolio rebalancing and tax-loss harvesting ... but Charles Schwab no longer makes most of its money from trading or commissions. read more

Prepare Now to Harvest Tax Losses

The Modern Wealth Index survey of investor behavior, conducted regularly by Charles Schwab ... taxable income by up to $3,000 a year. Losses beyond that can be carried forward to offset future capital gains or income. "Tax loss harvesting is an ... read more

Get financial advice without paying the high fees

(At FutureAdvisor, you may also incur some trading fees.) In addition to creating your portfolio, such firms can automatically rebalance your holdings and, in the case of taxable accounts, do "tax loss harvesting," a technique that, theoretically at least ... read more

Inside Schwab’s ETF Price Cuts

And, as far as that goes, commissions at Schwab are about $9 a trade, compared with $7 at Vanguard for buying and selling securities that aren’t part of each company’s free ETF trading programs. That, too, adds up ... ETFs for tax-loss harvesting. read more

Nota Bene: Caldbeck Vs. Robos

with things like tax-loss harvesting, but the big picture is a set-it-and-forget-it one. So, can they offer something which, at heart, cannot be reproduced? Of course they can't. But they are doing something pretty unique, all the same. Charles Schwab's ... read more

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