Smart Tax Moves for Improving Your Investment Portfolio

In this episode, Ron DeLegge @ETFguide examines tax-loss harvesting strategies to improve your investment portfolio’s design and performance potential. Turn your lemons into lemonade!

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The two studies mentioned by Ron in this episode are:

CFA Institute: An Empirical Evaluation of Tax Loss Harvesting Alpha
https://alo.mit.edu/wp-content/uploads/2020/07/An-Empirical-Evaluation-of-Tax-Loss-Harvesting-Alpha.pdf

Vanguard study: Tax Loss Harvesting & Wealth
https://personal.vanguard.com/pdf/ISGTLH_102020.pdf

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#TaxLossHarvesting #TaxSelling #Investment

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