Harnessing tax-loss harvesting in volatile markets
Tax-loss harvesting and direct indexing can help mitigate tax liabilities and grow wealth, especially amid market volatility.
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Even small tax bites can have a big impact over time, as shown in this chart.
It’s not surprising that tax management is ranked as the #1 financial need for households with $5 million or more in investable assets.1
10-year growth of $1 million invested in U.S. large cap equities, with and without taxes2
¹Cerulli Associates, The Case for Direct Indexing: Differentiation in a Competitive Marketplace, December 2022.
2FactSet, J.P. Morgan Asset Management; as of December 2023; US large cap equities represented by the S&P 500 index. For illustrative purposes only. You cannot invest directly in an index.
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Featured insights
Tax-loss harvesting and direct indexing can help mitigate tax liabilities and grow wealth, especially amid market volatility.
Read moreDiscover how savvy investors can turn market volatility into opportunity with active tax management. Learn strategies to harvest tax savings and generate alpha in 2025's unpredictable market landscape.
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Read moreThe impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The results shown in these materials are for illustrative purposes only and do not represent actual investment decisions.
The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes.
This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal or tax advice or investment recommendations. Reliance upon information in this material is at the sole discretion of the reader.