Recent developments in technology tools have enabled independent advisors to run more scalable and modern business practices without sacrificing service […]
All posts tagged: tax loss harvesting
Monitoring Client Portfolios During Market Volatility
As an advisor, your clients are looking for to you to constantly monitor their portfolios, and in the current environment, […]
Top Enhancements to Our Portfolio Rebalancing and Trading Technology
At BlazePortfolio, we are committed to serving financial advisors with the best rebalancing and trade order management system on the […]
How to Use Tax Loss Harvesting to Reduce Client Taxes
What is Tax Loss Harvesting? Tax loss harvesting (TLH) is simply a strategy where the current losses in client positions […]
Value from Tax-Loss Harvesting: Feast or Famine?
After reviewing the literature on tax efficiency and deriving value from tax-loss harvesting, we find that a well-diversified and risk […]