Tag: tax-loss harvesting
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Tax-loss harvesting is a wash sale waiting to happen
Tax-loss harvesting promises free alpha, but the wash sale rule, behavioral traps, and modest real benefit make it less compelling than fintech ads suggest.
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Robo-advisors’ tax features are marketing, not magic
Tax-loss harvesting and direct indexing sound like free alpha, but the real benefits are smaller and narrower than the marketing implies. Here’s what actually moves the needle.