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Tax-Loss Harvesting

Is tax-loss harvesting valuable after the first few years?

Dimensional shows factor rebalancing persists harvesting opportunities

Brent Sullivan·
Graphic on direct indexing ossification and how factor rebalancing sustains tax-loss harvesting over time
Factor rebalancing (peanut butter) resets the cost basis higher, which preserves loss-harvesting opportunities (jelly).

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Quoted in WSJ, Bloomberg, and Barron’s. Published in The Journal of Wealth Management.