Tax loss harvesting
concept
12 mentions
4 recordings
first heard Aug 2024
last heard 31 Jul
↓1 this month
Strategy of selling losing positions to offset gains for tax purposes
Trend
No mentions in the last 30d.Widen the range to see when Tax loss harvesting was said.
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.…
12 moments · sign in to read them all