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What s Driving Interest in Tax-Loss Harvesting

Vanguard has recently cited two trends that have recently driven investor interest in tax-loss harvesting strategies.

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Tax-Loss Harvesting a Key Benefit to Direct Indexing

Tax-loss harvesting opportunities are a key benefit to using a direct indexing account like Vanguard Personalized Indexes.

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Put That Cash to Work With Direct Indexing

For high net worth investors who have been sitting on cash after a volatile year, now may be a good time to consider direct indexing.

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Tax-Loss Harvesting Isn t Just for Year-End

Direct indexing technology can scan an investor's portfolio regularly throughout the year for tax-loss harvesting purposes.

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The Benefits of Direct Indexing (That ETFs Can t Provide)

Direct indexing can provide benefits to high-net-worth investors with very customized needs that ETFs can’t.

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