Harvesting Losses in a Bull Market: The Tax Optimization Strategy Serious Investors Overlook
Most investors associate tax-loss harvesting with bear markets and year-end scrambles. Yet some of the most significant tax savings are available precisely when markets are rising — for those disciplined enough to look beneath the surface of aggregate index performance. This article provides a tactical framework for extracting meaningful tax alpha throughout the market cycle, including advanced techniques that go well beyond conventional loss harvesting.
