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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Natixis: Tax Loss Harvesting When Realized Losses May Be Less Useful

Tax-loss harvesting can be seen as the silver lining to an investment losing value. The strategy allows investors to use realized losses to offset realized gains, reducing tax impact and keep more money invested and growing. Despite the benefits of tax loss harvesting, there are times when the usefulness of realized losses is diminished.

The Debate Over Remote Work

For wealth advisors and RIAs, the debate over remote work isn’t just a headline—it represents a broader shift in economic trends and client needs.