Recent developments in technology tools have enabled independent advisors to run more scalable and modern business practices without sacrificing service quality. Flexible web-based applications have […]
As an advisor, your clients are looking for to you to constantly monitor their portfolios, and in the current environment, monitoring client portfolios during market […]
At BlazePortfolio, we are committed to serving financial advisors with the best rebalancing and trade order management system on the market. What sets us apart […]
What is Tax Loss Harvesting? Tax loss harvesting (TLH) is simply a strategy where the current losses in client positions are realized by selling the […]
After reviewing the literature on tax efficiency and deriving value from tax-loss harvesting, we find that a well-diversified and risk managed portfolio implicitly promotes tax […]