Financial News

Boost Your Clients’ After-Tax Returns With Direct Indexing

Tax-loss harvesting involves selling underperforming stocks at a loss, then using the proceeds to invest in correlated securities. Chances are advisors already use year-end TLH to help improve their clients’ after-tax returns. However, services like direct indexing accounts can scan portfolios for TLH opportunities throughout the year. Investors directly own the individual stocks in their [...] The post Boost Your Clients’ After-Tax Returns With Direct Indexing appeared first on ETF Trends .
Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.

Use the myMotherLode.com Keyword Search to go straight to a specific page

Popular Pages

  • Local News
  • US News
  • Weather
  • State News
  • Events
  • Traffic
  • Sports
  • Dining Guide
  • Real Estate
  • Classifieds
  • Financial News
  • Fire Info
Feedback