A Wealth of Advice
A Wealth of Advice
May 18, 2022
The Silver Lining To A Market Pullback
Play • 9 min

In today's episode Nicholas Olesen, CFP®, CPWA® talks about one of the best part about a market pullback, tax savings.

Rather than spend 30 minutes on all that it entails and multiple examples of how it works, this episode will cut right to how our investment team utilizes tax-loss harvesting.  In a recent published paper in the Financial Analysts Journal, and then summarized in an article from Vanguard, by implementing these strategies investors could benefit as much as 0.92% annually. There are not a lot of guarantees from investing, but tax savings is one guarantee we can take advantage of. 

We would love to help!  Please reach out for help or send us feedback and any topic or questions you would like us to cover.  Email us at: nolesen@kathmere.com 

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