How Direct Indexing Automation Aids Tax-Loss Harvesting
May 18, 2023 at 09:12 AM EDT
Tax-loss harvesting is one of direct indexing’s biggest benefits. The automation that direct indexing provides greatly increases the strategy’s potential benefits. Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of that sale into another asset. Since harvesting opportunities don’t just spring up at the end of the year, the frequency [...] The post How Direct Indexing Automation Aids Tax-Loss Harvesting appeared first on ETF Trends .