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Tax-Loss Harvesting: Should Investors Believe the Hype?

Do tax-loss harvesting strategies boost after-tax returns? Many hypothetical, backtested performance claims imply that they do — and by a lot. But advisers should think twice before using these claims ... read more

Terchnical Thoughts: Should You Be Keeping Cash On The Sidelines?

They believe this can help avoid opportunity costs and inflation risks. However, one notable long-term investor exception ... Perhaps some of those tax loss harvesting sellers of 2018 were re ... read more

Avoid Last-Minute Tax-Loss Harvesting Mistakes

Investors ... process for tax-loss harvesting instead of succumbing to a last-minute rush. At any given point in time you may have investments that are underperforming but which you'd like to keep in ... read more

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The Real Value Of Tax-Loss Harvesting

At Wealthfront we choose to publish our tax-loss harvesting results because we believe in being transparent ... and it cannot be used, by any investor to avoid penalties or interest. Prospective inves... read more

Fintech Takes the High Road, Only to Trip Up

Such accounts tend to be protected by the Securities Investor Protection Corporation ... settling with the SEC over findings that it “made false statements about a tax-loss harvesting strategy it offe... read more

Here’s why investors fall prey to the trap of chasing past performance

Unfortunately, many investors fall prey to the trap of chasing past performance. Chasing past performance ... ever to help investors make outsized returns by implementing a tax loss harvesting tool th... read more

Razor Hedge Levels Playing Field With ETFs

We wanted to build an investment strategy that allowed the retail investors to achieve returns consistent with a basket of top institutional managers [see 101 ETF Lessons Every Financial Advisor Shoul... read more

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

Gautam Dhingra, PhD, CFA, shares his take. 3. Tax-Loss Harvesting: Should Investors Believe the Hype? There is no shortage of hypothetical performance claims that suggest tax-loss harvesting strategie... read more

Tax Season Drives Investors to Focus on Financial Planning and Wealth Management Says New Schwab Survey

Many investors approach tax planning and financial planning as connected activities – 47 percent say they believe the two are one and the ... only 15 percent use tax loss harvesting to minimize the im... read more

Tax-Loss Harvesting And Merger Fears Driving 10%+ Yield For BlackRock TCP Capital?

BDC stock prices have been pulling back again, even after reporting strong Q3 2018 results, likely due to expecting higher yields from non-investment grade debt and tax-loss harvesting. Investors coul... read more

8 Tax Tips Investors Should Know

Everyone is weighing in with tax tips to prepare investors for the tax preparation that follows ... will penalize you at 50 percent on the amount not taken. 4. Look for tax-loss harvesting opportuniti... read more

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