Tax loss harvesting
concept
12 mentions
4 recordings
first heard Aug 2024
last heard 31 Jul
±0 vs the 6 months before
Strategy of selling losing positions to offset gains for tax purposes
Trend
Peak in the week of 29 Jul — 1 mentions across 1 series.
Moments
newest first · ▶ plays the momentBrian PrestonMoney Guy Show · Grow Your Money Faster With These Wealth Accelerators · 17:24 · 31 Jul
…You know, one of my favorite tools that we use for turning a negative situation into a positive is tax loss harvesting.…
Jeffrey FulkHow I Invest with David Weisburd · E298: How Family Offices Think About Illiquidity, Taxes, and... · 6:32 · 5 Feb
…And so the example that I like to use is historically on the equity side, people would use tax loss harvesting as a strategy.…
HostHow I Invest with David Weisburd · E150: Tax-Aware Investing: Insights for Family Offices and U... · 16:20 · Mar 2025
…Everyone owned similar stocks and it would put further pressure on those names while you were harvesting your losses. And I'll pause there in a second, but the world and technology and financial innovation have changed the way that tax loss harvesting is done and continues to innovate.…
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