When Scanning for Tax-Loss Harvesting Opportunities, Frequency Matters
July 07, 2023 at 16:52 PM EDT
One of the biggest advantages that direct indexing boasts is the ability to mine portfolios for tax-loss harvesting opportunities. And while advisors often wait until Q4 to scan for TLH opportunities, these opportunities don’t just occur at year-end. So, when it comes to scanning the portfolios for such opportunities, the frequency of the scans matters. [...] The post When Scanning for Tax-Loss Harvesting Opportunities, Frequency Matters appeared first on ETF Trends .
