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How Bountiful Is Tax-Loss Harvesting?

Leading automated financial advisers — often called “robo-advisers” — such as Wealthfront and Betterment tout daily tax-loss harvesting as a way to significantly increase your returns. But independent research suggests the technique has less effect ... read more

5 Great Ways to Invest Your Tax Refund

More From NerdWallet How Bountiful Is Tax-Loss Harvesting? 13 Last-Ditch Ways to Avoid the Poorhouse in Retirement 6 Earth Day Deals to Save You Green Dayana Yochim is a writer at NerdWallet. Email: dyochim@nerdwallet.com. Twitter: @DayanaYochim. read more

Feasting On The Stock Market Harvest

Tax loss harvesting also can provide spillover benefits for value ... While certainly not all securities that are cast off during the end of year selling season will provide bountiful returns as we move through 2015, potential good fortune await for ... read more

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To cushion tax shock, advisers urged to act

For advisers overseeing taxable accounts invested in mutual funds, this is expected to be a bountiful year for tax-loss harvesting, according to Tom Roseen, a Denver-based senior research analyst with Lipper Inc. of New York. "We just got through a very ... read more

5 Top Stocks for January

Apple's dividend currently yields 1.45%, and its payout ratio of 26% leaves plenty of room to continue its bountiful returns to shareholders ... likely because some year-end tax loss harvesting, but management has every incentive to get the share price ... read more

How Bountiful Is Tax-Loss Harvesting?

Leading automated financial advisers " often called 'robo-advisers' " such as Wealthfront and Betterment tout daily tax-loss harvesting as a way to significantly increase your returns. But independent research suggests the technique has less effect than ... read more

Christmas Comes Early: This High-Yield, Ultra-Low-Risk Stock Is A Very Strong Buy Today

and quality MLPs with strong balance sheets continue to see bountiful access to low cost growth capital. In other words, EPD's 7% yield is totally irrational, and indicates that, for whatever reason (tax loss harvesting, window dressing by fund managers ... read more


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