Tax Alpha: Harvesting Losses with Direct Indexing

Rob Lovaglio and the founders of Security Financial Management explain direct indexing and how it can create tax savings by harvesting capital losses while closely tracking an index like the S&P 500.

The founders of SFM walk through a real example, describe intraday loss-harvesting and loss carryforwards, and explain when this strategy can be useful for reducing future tax on big gains.