Parametric Stages of a Tax Managed Custom Core Account
Whitepaper

To Everything There Is a Season: The Four Stages of a Tax-Managed Custom Core™ Account

October 26, 2020

For many investors and their advisors, portfolio tax management begins and ends with loss harvesting. And sure: It’s a powerful tool to help offset gains elsewhere in the portfolio, and it’s rightfully a large piece of the tax-management puzzle. But it’s not the only piece.

The fact is, if you’re focused solely on loss harvesting, you may miss out on other key opportunities to plant the seeds that help further minimize tax liability. So, yes, loss harvesting is certainly a time to reap. But as we argue in this paper, there’s also a time to sow.

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Paul Bouchey, CFA

Global Head of Research

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