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Breakout 4 - Riding Out the Storm: Tax Loss Harvesting in Volatile Markets
Publish Date:
Sep 18 2018

A turbulent market can increase the effectiveness of harvesting tax losses – if you have an active tax-managementstrategy – 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 s...

Four Myths of Tax Loss Harvesting
Publish Date:
Nov 08 2017

Wealth management advisors have long recognized the value of tax loss harvesting. In this session, Paul Bouchey, the chief investment officer at Parametric, debunked some of the myths surrounding tax loss harvesting and provides a more realistic picture of what to expect from tax management strategies in the context of an equity portfolio.Myth...