Tax Loss Harvesting & Direct Indexing

New Focus on Wealth with Chad Burton

In this episode of New Focus on Wealth, certified financial planner Chad Burton provides valuable insights into the current state of the market and offers expert advice on managing your investments.

Chad discusses the recent market rally since November 1st, highlighting the performance of various asset classes such as the S&P 500, equal-weighted S&P 500 ETF, emerging markets, international developed markets, Russell 2000, and bonds. He emphasizes the importance of diversification and the potential opportunities in areas that have experienced price declines.

The episode also delves into the concept of tax loss harvesting, where Chad explains how investors can strategically sell assets showing losses to offset gains and reduce their tax liability. He provides examples and tips on how to effectively implement this strategy in a taxable investment account.

Furthermore, Chad explores the benefits of direct indexing for high-net-worth individuals, explaining how it allows investors to replicate the holdings of an index fund or ETF and actively manage their portfolio to optimize tax efficiency.

Timestamps:

[00:00:41] Market performance since November 1st.

[00:07:18] Large cap outperformance versus small cap.

[00:10:09] Bond market volatility.

[00:18:38] Retirement planning resources.

[00:19:35] Managing taxes on portfolios.

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Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com