The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.

Tax loss harvesting allows investors to offset capital gains by intentionally selling other investments at a loss, but there are limits to how much of these losses can be applied. The tax loss ...

Tax-loss harvesting can be valuable, potentially significantly so, to the right investor. This is the takeaway from a recent study released by Vanguard. The firm looked at the practice of tax-loss ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

In the volatile realm of cryptocurrency, Bitcoin’s decline presents not only a challenge but also a strategic opportunity for investors.

Tax loss harvesting reduces capital gains tax by offsetting gains with losses from other investments. Investors must adhere to wash sale rules, avoiding repurchasing the same asset within 30 days. All ...