Tax Loss Harvesting Strategies for Equities: 2025 Recap

Published on January 16, 2026

Another strong year for US equities in 2025 reminds us that tax loss harvesting has the potential to contribute substantial value to direct indexing portfolios—even during bull markets.

Continue reading on website
Other news

From Rebound to Rotation

January 16, 2026
EMs are entering 2026 from a position of renewed strength. A weakening U.S. dollar, improving fundamentals, and broadening country and sector leadership have created a favorable backdrop for investors—and we believe

Get Real in Your Investing and Planning!

January 16, 2026
Nominal thinking in investing, a form of the "money illusion" bias, is the failure to account for inflation's erosion of purchasing power. The primary problems with this approach are overestimating real returns, misjudging true wealth, and making poor long-term investment decisions based on misleading nominal figures.