Vise的动态

Markets are getting wrecked: - The S&P 500 had its worst week since last fall. - Nasdaq hasn’t dropped this hard in a day since 2022. - Stocks have round-tripped back to pre-election levels. The good news? Down markets = potential tax alpha. When prices drop this hard, smart advisors turn losses into tax wins. (Every basis point matters—especially on after-tax returns). Yet, most advisors treat tax-loss harvesting like a year-end cleanup. That’s like checking your portfolio once a year (bad strategy). Even in up years, 75% of S&P 500 stocks see 5%+ drops at some point. But those windows close fast. The difference between daily and quarterly TLH can be significant: - Daily monitoring can catch dips that monthly cycles may miss. - Harvest losses now, offset gains potentially for years. - Research shows this can potentially add 1-2% annually to after-tax returns. That’s exactly why at Vise, we built daily, automated TLH that can catch these tax alpha opportunities before they’re gone. When clients ask how you’re navigating this quarter, a proactive tax strategy is a good answer. It’s value they can see right on their tax returns. Curious how daily tax loss harvesting might work for your HNW clients? Shoot me a DM, I’d love to chat.