TAX-LOSS HARVESTING

As we see in this video from our friends at Parametric, there are many ways in which tax loss harvesting can be employed and many “problems” for which it can be a tool when applied properly.  That said, every person’s situation is different, so we encourage our clients to engage with us on their specific situation and to ensure the client’s accountant has a chance to opine on the tax aspects of the decision.

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