Boost Your Clients’ After-Tax Returns With Direct Indexing
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 .