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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.
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