Webcast Podcast Edition: Tax Loss Harvesting - What You Need to Know

In this ETF Trends Webcast Podcast Edition, Tax Loss Harvesting – What You Need to Know, experts from State Street Global Advisors (SSGA), CLS Investments and Main Management discuss the current status of the fixed-income environment and consider ways to incorporate ETFs as a means to effectively harvest potential losses..

Tom Lydon, Editor and Publisher of ETF Trends, moderates the discussion on:

  • What is tax loss harvesting and how to use it efficiently
  • How advisors use ETFs to integrate tax-loss harvesting into portfolios
  • Opportunities in the current market environment to practice tax loss harvesting within fixed-income portfolios

Listen to the webcast in podcast format here:

The experts featured on the webcast are:

  • Matthew Bartolini; Vice President, Head of SPDR® Americas Research, State Street Global Advisors
  • Joshua Jenkins, CFA; Portfolio Manager, CLS Investments
  • Blaine Docker; Chief Operating Officer, Main Management

For financial advisors seeking CE Credits from this webcast, you must watch the online video version for at least 50 minutes and complete a short quiz, which can be found by clicking here.