Breakout 4 - Riding Out the Storm: Tax Loss Harvesting in Volatile Markets

A turbulent market can increase the effectiveness of harvesting tax losses – if you have an active tax-management
strategy – and stick to it. This session will discuss the market’s uptick in volatility in Q1, why there are loss-harvesting opportunities even in bull markets, and the compounding benefits of tax alpha over time. The speaker will discuss the recent tax cuts and share his views on a tax-aware approach to investing in today’s complex markets.