Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…
Tag: tax-loss selling
Malkiel: Enhance Index Investing With Tax-Loss Harvesting
Though Burton Malkiel, the author of the classic investing book A Random Walk Down Wall Street, has long favored passive management, he takes an active approach to enhancing a portfolio’s…
Sell Off Losing Stocks To Lower Taxes, Use Options To Buy Them Back
While money-making opportunities may seem scarce this year, investors can take a vital step before November 29th to realize any tax losses, reports an article in Barron’s. Investors who bought…
Make Stock Losses Work For You
In a year when roughly 416 stocks have declined, most investors will likely have something to sell when tax season rolls around, contends an article in Barron’s. And while tax…
How Valuable Is Tax-Loss Harvesting?
Tax-loss harvesting—the process of selling off stocks or assets that have dropped in value and taking the losses to offset capital-gains tax liability—is common this time of year as investors…
Hulbert on The Tax-Loss Selling Effect
With the year winding down, Mark Hulbert says history indicates it’s almost time for small-cap stocks to outperform their larger peers. The reason: tax-loss selling (that is, when investors sell…