Tax Loss Harvesting – Finding the Silver Lining in Turbulent Markets
Short-term market returns are notoriously unpredictable (consistently inconsistent, you could say). When our team at Modera is monitoring our clients’ portfolios, it’s with an eye towards maintaining a strategic mix of stocks, real estate, bonds, and bond diversifiers over the long run. However, short-term market movements can create tax opportunities, and I want to highlight some of the work we do in tax loss harvesting that you may not be aware of.