(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
"Milemarker turns data into action," said Aaron Wormus, CTO of SMArtX Advisory Solutions. "This integration demonstrates how combining our sleeve-level data with Milemarker's expertise empowers advisors to make better decisions, strengthen client relationships, and drive measurable growth."
Goldman Sachs' blunt warning to laid-off tech workers: It will take time and earnings loss to find a new job