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View all WisdomTree insights in the Tax-Loss Harvesting category.

Navigating Capital Gains: A Tax-Smart Approach with ETFs
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Vanya Sharma
Vanya Sharma

Navigating Capital Gains: A Tax-Smart Approach with ETFs

As we reflect on tax season and wrap up Financial Literacy Month, discover the tax implications of capital gains in investment vehicles like mutual funds and exchange-traded funds. Vanya Sharma outlines the differences between the two and how to employ a tax loss harvesting strategy with ETFs. 

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ETFs: A Smart Choice for Tax-Loss Harvesting
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Vanya Sharma
Vanya Sharma

ETFs: A Smart Choice for Tax-Loss Harvesting

Tax-loss harvesting is a strategy that can help investors lower their tax bills by selling securities that have lost value and replacing them with similar ones. Vanya Sharma explains how to use this strategy with ETFs to reduce the tax burden.

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Employing a Tax-Loss Harvesting Strategy
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Vanya Sharma
Vanya Sharma

Employing a Tax-Loss Harvesting Strategy

Did you know there is a strategy that investors can use to minimize the impact of taxes on their portfolio? Vanya Sharma outlines this strategy, called tax-loss harvesting, which can help mitigate both short-term and long-term tax liabilities on your investing portfolio.

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What Is Tax Loss Harvesting?
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Michael Barrer
Michael Barrer

What Is Tax Loss Harvesting?

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 could help investors turn their loss into an advantage.

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Welcome to the Future of Investing: Model Portfolios Designed by WisdomTree and Powered by 55ip
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Ryan Krystopowicz, CFA

Welcome to the Future of Investing: Model Portfolios Designed by WisdomTree and Powered by 55ip

For many advisors, the question of migrating to a third-party model is not why but how. Ryan Krystopowicz explains how our collaboration with 55ip can help advisors with the transition from their existing portfolios into WisdomTree models while minimizing the tax impact of moving clients.

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What Is Tax Loss Harvesting?
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WisdomTree ETFs
WisdomTree ETFs

What Is Tax Loss Harvesting?

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 could help investors turn their loss into an advantage.

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Fixed Income: Money in Motion
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Kevin Flanagan

Fixed Income: Money in Motion

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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