Historically, tax-loss harvesting was a manual and time-consuming process, leading many advisors to review allocations only after major market downturns or at the end of the year.

Authors

• Person: Not available Organization: J.P. Morgan Asset Management
  Continuous tax-loss harvesting yields more potential for tax savings

Sources

• Continuous tax-loss harvesting yields more potential for tax savings am.jpmorgan.com J.P. Morgan Asset Management via serper

Referenced by nodes (1)

• tax-loss harvesting concept