May 28, 2020

Why Tax-Loss Harvesting Is A Good Idea

Over the last few weeks, the CJM team has been busy rebalancing our client portfolio’s and tax loss harvesting. So what exactly is tax-loss harvesting? It’s basically realizing a capital loss while maintaining the same exposure. For instance, if in your portfolio, there is a US equity fund with a $50k loss, you can sell...

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