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Tax-Loss Harvesting: Is It Worth It?

During market downturns, investment managers will often engage in tax-loss harvesting as a way to create a little  tax ‘alpha’ (a.k.a. positive return) in an otherwise negative return environment. In this Brief, I explain what tax-loss harvesting is and summarize when it can be beneficial and when it is not.

Click here to read the Brief.

Picture of Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh is CEO and Founder of Artemis Financial Advisors LLC. Leigh has a Ph.D. in applied economics from Stanford University and is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). She enjoys working with clients and strives to give them peace of mind and robust frameworks so that they can make more informed choices about spending and saving and make these choices with enhanced confidence.

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