Timing Counts in Tax Management

If tax-loss harvesting is so great, why not do it every day? We explain why in five minutes.

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Disclosure: There is no assurance that a separately managed account (SMA) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them. Market values can change daily due to economic and other events (such as natural disasters, health crises, terrorism, conflicts, and social unrest) that affect markets, countries, companies, or governments. It is difficult to predict the timing, duration, and potential adverse effects (such as portfolio liquidity) of events. Accordingly, you can lose money investing in an SMA.