Think of your capital loss carry forward as an asset you have banked which provides a defensive buffer for your taxes.

The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.

・Tax-loss harvesting lets investors use losing investments to offset capital gains and reduce taxable income. ・The strategy only works in taxable accounts (not 401(k)s or IRAs). ・Understanding the ...

Despite a couple of rockier periods in April and November, the markets have been kind to investors almost across the board in 2025. The Morningstar US Market Index gained nearly 17% for the year to ...

Earlier this year, the markets gave investors a high-stakes window of volatility to manage. Tariff headlines triggered a double-digit drop in the S&P 500 before it quickly snapped back. For many ...

What Is Tax Loss Carryforward? Tax loss carryforward refers to the mechanism that allows taxpayers, both individuals and corporations, to offset taxable income in future years using the losses they've ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Year to date, passive investors who built most of their portfolios around major index benchmarks such as the S&P 500 are likely sitting on sizable, unrealized gains. Stock pickers may have had a very ...

As the end of 2025 nears, investors may want to consider how they can use tax-loss selling to their benefit. Buying stocks low and selling them high is ideal, but sometimes investments go sour. In ...