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Why Tax-Loss Harvesting Was Fixed Income's Silver Lining in 2022

March 22, 2023

Tax-loss harvesting: It’s an equity thing, right? Yes, but it’s also a fixed income thing, and many investors—and their advisors—aren’t aware of just how impactful it can be, especially in a year when bond-market volatility spikes. In this video, Nisha Patel and Nick Stahelski provide a quick primer on tax-loss harvesting in a fixed income SMA and look at why 2022 was the poster child for the benefits of this strategy.

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