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Showing posts with label tax. Show all posts
Showing posts with label tax. Show all posts

December 30, 2014

The benefits of tax-loss and investing

Benefits of tax-loss harvesting are inflated. 

Some so-called robo-advisers may be overstating the benefits of tax-loss harvesting. Some of the claims we’ve seen are unrealistic given our more than a decade of experience managing tax loss harvesting portfolios and results we’ve seen from competitors we respect

The claims made by online advisors arguably represent the triumph of favorably simulated back-tested results over actual experience.