Insights from Dogpatch Wealth
Read on for wealth tips and insights from Dogpatch Wealth.
Turning Market Volatility into Tax Efficiency: The Power of Tax Loss Harvesting and Direct Indexing
Market volatility can trigger investor anxiety, but what if you could turn those paper losses into a strategic financial advantage? Tax loss harvesting and direct indexing offer sophisticated investors a way to potentially reduce tax liabilities while maintaining strategic market exposure. By strategically managing investment losses, you can offset capital gains, reduce taxable income, and create a more tax-efficient portfolio.