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Leveraging Volatility to Boost After-Tax Returns
Most asset classes across the globe were under pressure in 2022, with rising fears of an economic slowdown driving continued market uncertainty. How can investors turn volatility into potential opportunity? One way is through tax-loss harvesting. Hear from our star panel of thought leaders who share insights on recent conditions and how savvy investors can seek to bolster their after-tax prospects.
A TAX-SMART INVESTMENT STRATEGY
Reap the Tax Benefits of Price Declines in Today’s Volatile Market.
SPEAKING OUT ON: THE TAX-LOSS OPPORTUNITY
Markets have suffered their worst year in decades. When volatility leads to losses, how can investors take advantage of tax-loss harvesting?
SPEAKING OUT ON: THE ROLE OF DIRECT INDEXING
Now may be an opportune time to consider direct indexing as a core strategy. What is the role of direct indexing in tax-loss harvesting, and how are advisors putting it into practice?
SPEAKING OUT ON: THE RIGHT TIME TO HARVEST LOSSES
Traditionally, investors addressed tax-loss harvesting during a year-end portfolio review. How important is timing and frequency when harvesting tax losses?
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