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Free Newsletter Content: Tax Loss Harvesting
Do you want to inform your clients about how you are saving them money? I usually add content to the quarterly newsletter we send out. Here is a recent article about tax loss harvesting. Please feel free to use this as is or edit.
We know our clients: You don’t like losing money or paying taxes! While we can’t control periodic market declines, we can mitigate them through diversification and rebalancing. And, although we can’t guarantee that you’ll never pay taxes, we can take advantage of the periodic market declines with tax loss harvesting (TLH).
TLH recognizes losses by selling loss positions solely for tax purposes. TLH produces capital losses that offset taxable gains from rebalancing and, if not used up in a year, can be carried forward indefinitely to offset future gains.
The IRS disallows tax losses if we sell, then buy back the same position within 30 days. So, we either need to stay out of the market during that time - which is dangerous if the market goes up – or purchase something similar to replace what we sold. We do the latter, so your investment strategy is maintained and you get a great tax deduction. It’s the best of both worlds!
What goes into TLH? First, we monitor the market daily to see if temporary dips provide any opportunities. We take advantage of these temporary losses only if the tax benefit is material, so we don’t incur transaction costs for a small amount of savings. And we only do this if we’ve identified a replacement fund that we like as well as the one we’re selling.
Although we can recognize losses for tax purposes, it has no effect on your portfolio’s performance. Because we maintain your investment parameters, we can often show a loss on your tax return while producing good positive returns in the same year.
TLH is just one of the many ways we add value with tax-efficient portfolio management “behind the scenes.” If you have any questions, please let us know!
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Websites and More
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
