• 03.18.2025

March 18 at 2:30pm PT / 5:30pm ET. | Tax-Loss Harvesting, led by Mark Matson. Did you know:

  • Tax-Loss Harvesting is a strategy employed by managers and advisors to rationalize and justify investment losses?
  • Tax-Loss Harvesting is often difficult to execute and ineffective long-term?
  • The point of investing should be to maximize wealth over time – not to avoid taxes?

Tax-Loss Harvesting can often distract investors from prudent long-term investing goals. Discover why adhering to an empirically-testd investing strategy can help protect your financial future. 

Register you and your guests today.