> We handle all the management, including rebalancing and tax-loss harvesting—proactively selling losing stocks to potentially save on taxes
- For a non-retirement portfolio, isn't rebalancing is a taxable event? Rebalancing by selling stocks and buying others is not the best approach. Isn't it better to rebalance by shifting the focus of new investments based on a strategy?
- I think it is misleading to present tax-loss harvesting as a way of saving on taxes. I don't know why people present it this way. In order to "save on taxes" you have to realize (i.e., sell stocks at) a loss first...
- For a non-retirement portfolio, isn't rebalancing is a taxable event? Rebalancing by selling stocks and buying others is not the best approach. Isn't it better to rebalance by shifting the focus of new investments based on a strategy?
- I think it is misleading to present tax-loss harvesting as a way of saving on taxes. I don't know why people present it this way. In order to "save on taxes" you have to realize (i.e., sell stocks at) a loss first...