INSIGHTS & STRATEGIES

WisdomTree Blog

Did you know that you can use an investment loss to help you improve your tax situation? We break down a strategy called tax-loss harvesting, which may be able to help investors turn their loss into an advantage.

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There were no surprises at last week’s penultimate Federal Reserve gathering as the policy makers kept rates unchanged, but perhaps more importantly, they continued to lead money and bond markets down the path for a potential rate hike at their final convocation of the year in December. As we head into the 2018 homestretch and begin preparing fixed income portfolios for what potentially lies ahead, once again, hedging rate risk remains an integral part of the equation.
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After a phenomenal 2017, the last eight months have been painful for emerging market investors. However, despite this period of negative performance, we believe this year’s downdraft could lead to opportunity.

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With the fourth quarter in full swing, not only are the holidays approaching, tax season is coming up as well. This is the time of year when many financial advisors talk taxes with their clients, especially if those clients have capital gains and if there is the potential for tax loss harvesting.

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In last week’s podcast, Jeremy Schwartz had the opportunity to interview Donald Calcagni, the chief investment officer of Mercer Advisors, as well as Jason Barg, a principal at Lovell Minnick, a financial services private equity firm. 
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To put it lightly, 2015 and recent years have been tough for emerging market allocations. Although this asset class has been under significant pressure, we do not view this as a reason to jump ship. In our view, the 2015 sell-off poses an opportunity to take control of your allocations rather than continue to hold on to a region that has underperformed.

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