Insight
Why Systematic Tax-Loss Harvesting?
Systematic tax-loss harvesting can bring a structured discipline to portfolio tax management, helping investors keep more of what they earn across different market environments. Learn about the many possible benefits.
9/13/2023
5 min read
Topic
Tax Management
Key takeaways
- Many investors currently have concentrated stock positions in their portfolio.
- Direct indexing can offer a way to reduce concentration risk and enhance portfolio diversification.
- By transitioning to a direct indexing solution, investors may significantly increase tax savings on an ongoing basis.