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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

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As Mentioned in WSJ, Bloomberg, Barron’s, and Journal of Wealth Management