Omega Point Blog

Tax Loss Harvesting

The Tax Trade: Fact or Fiction?

December 12, 2021

Year-end is invariably a time of increased buzz around tax-loss harvesting as investors across all corners of the market look to minimize tax liabilities. Traditional tax-loss harvesting strategies typically include selling losers to offset gains and lower the overall capital gains tax liability. These strategies can also extend to selling winners to lock in gains offset by the losses incurred...

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Alyx Flournoy, CFA
Alyx Flournoy, CFA