Recent Quotes View Full List My Watchlist Create Watchlist Indicators DJI Nasdaq Composite SPX Gold Crude Oil EL&P Market Index Markets Stocks ETFs Tools Overview News Currencies International Treasuries Boost Your Clients’ After-Tax Returns With Direct Indexing By: ETF Trends September 19, 2023 at 13:23 PM EDT 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 . Read More >> 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.
Boost Your Clients’ After-Tax Returns With Direct Indexing By: ETF Trends September 19, 2023 at 13:23 PM EDT 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 . Read More >>