Tax Alpha Insider
New? Start here Subscribe Brent Sullivan About
Tax-Loss Harvesting

Tax Alpha Trends - Q1 2025

While DeepSeek distracted everyone, diversified tax-savvy investors harvested losses and moved on. These trends in taxable wealth will make future storms easier to weather.

Brent Sullivan·
Cartoon of tax-savvy investors quietly harvesting losses while DeepSeek dominates the headlines

4x per week · Full archive · Cancel anytime

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