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Tax-Loss Harvesting

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

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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Dec 27, 2018 Tax Trading for Clients: Harder Than It Looks

In a year where nearly everything is down—stocks, bonds, commodities—there were likely a lot of opportunities in our clients’ portfolios to harvest losses. But there are also a lot of considerations.

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Nov 15, 2018 Research Alliance Nonqualified Dividends: How They’re Taxed and When Not to Worry—Parametric Portfolio Associates

Yes, nonqualified dividends are taxed at a higher rate than qualified dividends. But in some cases paying it is the better option.

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Oct 13, 2018 Research Alliance Tax-Loss Harvesting: An Opportunity amid the Calamity—Parametric Portfolio Associates

In a week that saw the S&P 500 Index shed more than 4% of its value, can investors turn a loss into a win?

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Aug 09, 2018 Research Alliance Wash Sales: How to Keep Your Tax Losses from Shrinking—Parametric Portfolio Associates

In this post we unload what you need to know about wash sales to avoid being hung out to dry.

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May 03, 2018 Research Alliance Warren Buffett’s Hedge-Fund Bet: Understanding the After-Tax Effect—Parametric Portfolio Associates

How does the bet look when you factor in taxes?

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Mar 15, 2018 Research Alliance Tax-Loss Harvesting: What Were the Headline Opportunities in 2017?—Parametric Portfolio Associates

Pockets of weakness in specific sectors—whether temporary or permanent—can be systematically captured for tax losses.

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Nov 09, 2017 Research Alliance Tax Alpha: How to Measure and Maximize—Parametric Portfolio Associates

How do you know if your tax-efficient investment approach is working? One way to quantify your effort is by using our tax alpha equation. It can help illustrate potential outcomes and set realistic expectations based on the market environment.

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Oct 03, 2017 Research Alliance How Can the Impact of Taxes Be Mitigated?—Parametric Portfolio Associates

See how a client experience from the 1990s continues to help us deliver personalized exposures and continuous tax management to clients today.

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Jun 14, 2017 Research Alliance Parametric CEO Brian Langstraat & Dynasty CIO Scott Welch on WealthTrack—Parametric Portfolio Associates

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.

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