HOME     Research   Tax-Loss Harvesting

Tax-Loss Harvesting

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

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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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.

Read more
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?

Read more


Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.