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Why Tax-Loss Harvesting Is Important in Direct Indexing

While most advisors already use tax-loss harvesting at the end of the year, direct indexing offers more TLH opportunities.

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The Opportunities Within Direct Indexing Accounts

Direct indexing offers opportunities to investors that may not necessarily be available through a mutual fund or ETF.

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Mitigate Your Client s Tax Bill With Tax-Loss Harvesting

While taxes are a certainty, they can be mitigated by a tax-loss harvesting strategy offering through direct indexing.

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How Well Does Tax-Loss Harvesting Work?

Investors have access to multiple personalized indexing products, a key benefit of which is to allow for tax-loss harvesting (TLH).

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Direct Indexing Use Cases Abound | ETF Trends Direct Indexing

Direct indexing has a wide variety of use cases, including the implementation of personalized ESG strategies and tax loss harvesting.

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