Tax Loss Harvesting: What You Need to Know

Title: Tax Loss Harvesting: What You Need to Know

Date: Thursday, September 06, 2018

Time: 02:00 PM Eastern Daylight Time

Duration: 1 hour

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With the end of the tax year a few months away, it is never too early to plan ahead with exchange traded funds. In this upcoming webcast, State Street Global Advisors and ETF Trends will discuss the current status of the fixed-income environment and consider ways to incorporate ETFs as a means to effectively harvest potential losses.

Join Tom Lydon, Editor and Publisher of ETF Trends, as he moderates a 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

No longer accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker

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
Tom Lydon
Editor and Publisher
ETF Trends