Tax-loss harvesting is selling securities at a loss to offset the amount of capital gains tax owed on other investments.

Tax-loss harvesting can help mutual fund investors offset capital gains and improve post-tax returns. However, experts say investors should stay focused on asset allocation, reinvestment and long-term ...

A long-term capital gain or loss comes from the sale of an investment that was owned for longer than 12 months.

No one invests with the intention of taking losses. On the contrary, the entire purpose of investing is to grow your money, either through capital gains or income. Even though you may have to pay ...

Your portfolio might be due for an end-of-the-year cleanup. Why it matters: The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

If your crypto portfolio is down, tax loss harvesting is one of the easiest and most effective ways to reduce your tax bill while staying fully invested. This illustration photograph taken on November ...

Some brokers provide tax-loss harvesting services to all users, and many robo-advisor services do too. A few also offer direct indexing. NerdWallet is committed to editorial integrityMany or all of ...

Investors can offset equity-related losses against other capital gains to lower tax liabilities. The adjustment depends on the nature of the loss and capital gains type. Details here.

Tax season is approaching, and with only a sliver of 2025 left, investors must now revisit tax and accounting strategies that support their overall financial health. In December, a slight adjustment ...