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Tax Management in the Absence of Performance

Taxes should be top of mind for advisors, whether the market is rising to new heights or retreating to new lows. Tax alpha, in any economic climate, should be thought about year-round.


3/14/2023

7 min read


Topic

Tax Management

Key takeaways

  • The negative impact of taxes on investment returns is often underestimated and overlooked.
  • Proper tax management has proven to be a critical component of wealth generation and protection.
  • Leveraging an effective tax-loss harvesting strategy can help insulate portfolios from performance erosion and maximize net returns.
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