This month's commentary from PGIM Custom Harvest examines market and sector performance, spotlighting key areas for tax-loss harvesting opportunities.
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Pgim Custom Harvest Manager PerspectivesPGIM Custom Harvest’s Robert Holderith & Brian Ahrens offer their perspective on the potential benefits of direct indexing.
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Unlocking Tax Alpha in Volatile MarketsPGIM Custom Harvest’s Robert Holderith explains how strategies like direct indexing offer a way to turn market volatility into a strategic advantage.
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Tax-Loss Harvesting Thrives in Volatile TimesAmid market volatility, direct indexing can offer investors a way to turn uncertainty into a strategic advantage.
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Certain information in this commentary has been obtained from sources believed to be reliable as of the date presented; however, we cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance (or such earlier date as referenced herein) and is subject to change without notice. The manager has no obligation to update any or all such information, nor do we make any express or implied warranties or representations as to the completeness or accuracy. Any projections or forecasts presented herein are subject to change without notice. Actual data will vary and may not be reflected here. Projections and forecasts are subject to high levels of uncertainty. Accordingly, any projections or forecasts should be viewed as merely representative of a broad range of possible outcomes. Projections or forecasts are estimated, based on assumptions, subject to significant revision, and may change materially as economic and market conditions change.
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