Two months since inception, my “2023 Tax Loss Selling Recovery Portfolio,” benefitted from a solid January that took returns into positive territory. Down about 2.8% as of my Jan. 6 update...
Tag: TaxLoss
If You Own Bonds, Consider Tax-Loss Harvesting This Year
In a year where nothing seemed to work on Wall Street, investors still have a rare opportunity to make the best of a bad situation by tax-loss harvesting their bond portfolio. Bond holders don’t do m...
The Surprising Asset You Can Use for Tax-Loss Harvesting
SmartAsset: You’ll Never Guess What You Can Use Tax-Loss Harvesting On Bonds have taken a beating in 2022, but the damage to your portfolio may be less than meets that eye, provided you handle t...
How Tax-Loss Harvesting Could Boost Your Income This Year
(Photo credit WILLIAM WEST/AFP via Getty Images) AFP via Getty Images 2022 has been a bad year for most markets, but that could create opportunities for tax-loss harvesting. Tax-loss harvesting can pr...
2 “Strong Buy” Stocks for a Tax-Loss Harvesting Haul
As we get down toward the end of the year, hedge funds and large-scale individual investors have a habit of shedding their losing positions, swallowing the losses now to offset them against capital ga...
Tax-loss harvesting turns losses into gains. Here’s when to skip it
When the stock market dips, a strategy known as tax-loss harvesting can be a silver lining. But it doesn’t make sense for all portfolios, financial experts say. Here’s how tax-loss harve...