<p>In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.</p><br><p>www.evergreencap.com</p><p>info@evergreencap.com</p><p><br></p><h6><br></h6><p>0:00 Introduction to Tax Loss Harvesting</p><p>5:00 Basic Tax Loss Harvesting Explained</p><p>15:00 Direct Indexing and Its Benefits</p><p>25:00 Advanced Strategies with Leverage</p><p>35:00 Common Mistakes and How to Avoid Them</p><p>45:00 The Future of Passive Investing</p><p>55:00 Conclusion and Final Thoughts</p><br><p><strong>Disclaimer:</strong></p><p>This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

The Alternative Investor

Brad Johnson

Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing

NOV 5, 202524 MIN
The Alternative Investor

Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing

NOV 5, 202524 MIN

Description

<p>In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.</p><br><p>www.evergreencap.com</p><p>[email protected]</p><p><br></p><h6><br></h6><p>0:00 Introduction to Tax Loss Harvesting</p><p>5:00 Basic Tax Loss Harvesting Explained</p><p>15:00 Direct Indexing and Its Benefits</p><p>25:00 Advanced Strategies with Leverage</p><p>35:00 Common Mistakes and How to Avoid Them</p><p>45:00 The Future of Passive Investing</p><p>55:00 Conclusion and Final Thoughts</p><br><p><strong>Disclaimer:</strong></p><p>This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>