Tax Loss Harvesting Explained: How Wealthy Investors Cut Tax Bills (And How You Can Too)

Podcast: InvestTalk · Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Opublikowano: 2026-10-20

Schwab is rolling out a new tax-aware investment strategy designed to attract billions from high-net-worth investors by minimizing the drag of capital gains taxes on long-term wealth building. We break down what these strategies actually are, whether they work, and how everyday investors can apply the same principles to their own portfolios. Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Short Interest, Treasury Department vs. Bank of America, DXP Enterprises, Inc. (DXPE), Tax Loss Harvesting Explained: How Wealthy Investors Cut Tax Bills (And How You Can Too), State Street Energy Select Sector SPDR ETF (XLE), Vanguard Energy...