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Tax Loss Harvesting at Vanguard – A Primer
In June of this year, there was a period of time where stocks dropped for about 6 days straight. In fact, if you look carefully at the chart, there were similar episodes, at least for international...
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9 Reasons NOT to Tax-Loss Harvest
Tax-loss harvesting is all the rage these days. I’ve done it several times since the start of this bear market and booked hundreds of thousands of dollars in tax losses. However, there are a few...
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Tax-Loss Harvesting – Podcast #153
Podcast #153 Show Notes: Tax-Loss Harvesting Tax-loss harvesting is an important topic, especially right now. If you have been hemorrhaging money in the markets, as most of us have, you may want to do...
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How to Tax-Loss Harvest
By Dr. James M. Dahle, WCI Founder One benefit of a market trending down is that an investor can get Uncle Sam to share in their losses by tax-loss harvesting. Up to $3,000 a year ($1,500 married...
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6 Things to Do in a Bear Market
[Editor's Note: What does winning the WCI Medical Scholarship mean? This is a note we got from one recent winner: “I could not have conquered my first year of medical school without your support and...
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Direct Indexing with Wealthfront
By Dr. James M. Dahle, WCI Founder I wrote this post back in January the day that Betterment announced it was raising prices from 0.15% to 0.25% of assets under management per year for accounts over...
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