Direct Indexing with Tax-Loss Harvesting: The Importance of Held-Away Gains.

Autor: Anderson, Stephen W.1 steve@rowboatadvisors.com, Kourtidis, Iraklis2 iraklis@rowboatadvisors.com
Zdroj: Journal of Beta Investment Strategies. 2022, Vol. 13 Issue 2, p52-61. 10p.
Databáze: Business Source Ultimate