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Evaluate ESGB for Tax Loss Harvest Bond Opportunities
ETF Trends via Yahoo Finance· 2 years agoThere are just a few weeks remain in 2022, meaning that now is as good of a time as any for...
Tax-Loss Harvest Into Clean Energy ETF ACES
ETF Trends via Yahoo Finance· 7 months agoLet’s face it — it hasn’t been the best year for clean energy strategies. Rising rates, supply chain issues, and uneven demand have all taken a bite out...
How to make use of tax-loss harvesting to lower your tax bill
Yahoo Finance via AOL· 1 year agoAfter three straight years of positive gains, the S&P 500 (^GSPC) is set to close 2022 down roughly...
When Tax-Loss Harvesting Equities, Consider Quality With KVLE
ETF Trends via Yahoo Finance· 2 years agoThe end of the year means tax-loss harvesting for portfolios is in full swing, with advisors...
Boost Your Clients’ After-Tax Returns With Direct Indexing
ETF Trends via Yahoo Finance· 9 months agoTax-loss harvesting involves selling underperforming stocks at a loss, then using the proceeds to...
Why NFT Tax-Loss Harvesting Remains a Challenge for Investors
CoinDesk via Yahoo Finance· 2 years agoIt’s been a rough year for NFT (non-fungible token) investors. As the 2022 tax year comes to a...
12 types of passive income that aren’t taxable
GoBankingRates via AOL· 1 year agoTax form and pencil. (Jeffrey Hamilton/Getty Images) There are numerous ways to earn passive income, but unfortunately most of them are taxable. This is...
Allan Roth: Is Direct Indexing Better Than ETFs?
ETF.com via Yahoo Finance· 1 year agoDirect indexing is forecast to attract assets at a faster pace than exchange-traded funds, according to a recent report by Cerulli Associates. Much like...
Why Selling Some Bitcoin at a Loss Can Maximize Your Hodling Potential
CoinDesk via Yahoo Finance· 2 years agoIn my latest conversations with private clients, the number one question I get asked is about tax...
The Advisor’s Guide to Tax Loss Harvesting
ETF Trends via Yahoo Finance· 2 years agoMany advisors are overlooking a key way to use investment losses to an investor’s advantage: tax loss harvesting. While no one wants to lose money on an...
