Truths and Myths of Loss Harvesting with Long/Short Extensions
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Leverage can boost tax-managed investing by extending a long-only direct indexing portfolio with long and short positions to improve efficiency and flexibility.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
