A transaction where an investor sells a losing security and purchases a similar one 30 days before or after the sale to try ...

Despite a couple of rockier periods in April and November, the markets have been kind to investors almost across the board in 2025. The Morningstar US Market Index gained nearly 17% for the year to ...

On October 26, 2025, an investment strategist outlined strategic steps to optimize tax-loss harvesting benefits as part of year-end financial planning. This approach leverages the fundamental ...

If your crypto portfolio is down, tax loss harvesting is one of the easiest and most effective ways to reduce your tax bill while staying fully invested. This illustration photograph taken on November ...

What Is Tax Loss Carryforward? Tax loss carryforward refers to the mechanism that allows taxpayers, both individuals and corporations, to offset taxable income in future years using the losses they've ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

As the end of 2025 nears, investors may want to consider how they can use tax-loss selling to their benefit. Buying stocks low and selling them high is ideal, but sometimes investments go sour. In ...

Cryptocurrency markets have been in a bit a slump. Bitcoin, the world's largest cryptocurrency, fell 6% in Monday trading, its biggest daily drop since March. It has since bounced back some, and price ...