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Tax-Loss Harvesting

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Apr 01, 2020 Research Alliance A Marathon, Not a Sprint: Tax-Loss Harvesting During the Downturn—Parametric

Some advisors are clamoring for managers to harvest any and all available tax losses in their clients’ accounts. Here’s why that’s a bad idea.

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Mar 13, 2020 Research Alliance What to Do in a Downturn? Keep Calm and Harvest Losses—Parametric

As equity markets catch a nasty case of the coronavirus, what’s an investor to do? Four things to focus on amid the downturn.

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Dec 31, 2019 Tax Trading for Clients: Harder Than It Looks

Tax time and the increased volatility recently are reminders that each year there are likely opportunities in our clients’ portfolios to harvest losses, especially intrayear.

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Aug 08, 2019 Research Alliance Why Investment Taxes Are Such a Drag—Parametric

What’s the value of tax-managed investing? A look at what causes tax drag and why choosing the right investment vehicle is so important.

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May 15, 2019 Research Alliance How Much Do You Know About Tax-Loss Harvesting?—Parametric

There are a lot of myths out there. Here are six true-or-false questions to help you separate fact from fiction when it comes to tax-loss harvesting.

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May 09, 2019 Research Alliance Is Tax-Loss Harvesting Right for Your Clients?—Parametric

More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.

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Mar 14, 2019 Research Alliance Investment Taxes: Don’t Ignore the Tail—Parametric Portfolio Associates

Don’t think the tax tail should wag the investment dog? A look at the data from 2018 may change your thinking—and your choice of animal metaphors.

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Mar 07, 2019 Research Alliance Tax Alpha or the Science of Tax Management—Parametric

Parametric’s tax-managed Custom Core® accounts are designed for investors who want flexible, tax-efficient equity exposure. Additionally, they can provide a focused potential source of loss harvesting that can be used to offset realized capital gains generated elsewhere in their portfolio.

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Mar 05, 2019 Research Alliance What Is Direct Indexing?—Parametric Portfolio Associates

After the 2019 Inside ETFs conference, a “new” term is suddenly on everyone’s lips. We explain what direct indexing is—and why it’s anything but new to us.

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Feb 07, 2019 Research Alliance 2019 Tax Outlook for Investors: Everything Old Is New Again—Parametric

Remember the 2017 Tax Cuts and Jobs Act? This is the first year most of its provisions affect filings. Four things to know before April—plus, why 2019 could be the year of nothing.

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