5 Best ETFs for Tax-Loss Harvesting
Regency Wealth Management Partner and Wealth Manager, Mark Andraos, was recently featured in a US News article titled “5 Best ETFs for Tax-Loss Harvesting.”
In the article, Andraos explained an important rule investors need to understand when implementing tax-loss harvesting strategies. “If you buy the same security or a ‘substantially identical’ one before the 31st day, you will violate the wash sale rule, and your cost basis would remain at the original purchase price,” Andraos said.
He also highlighted how today’s investment landscape has made tax-loss harvesting more accessible. “The proliferation of ETFs over the last few years has made tax-loss harvesting easier than ever for investors, given the ability to find a comparable one that tracks similar exposure,” Andraos added.
Together, his comments underscore a disciplined, detail-oriented approach to portfolio management, one that balances tax efficiency with thoughtful exposure management and long-term planning.
Read the full article to see all that Mark had to say.
This article and the quotation included is not intended as investment advice, nor should it be construed as a recommendation to buy or sell any securities by Regency Wealth Management or its employees. The author does not guarantee the accuracy or completeness of the information presented and strongly advises investors to conduct their own research and consult with a qualified financial advisor before making any investment decisions. Investing in stocks involves risks, including the potential loss of principal.
Regency Wealth Management is a SEC Registered Investment Advisor managing over $500 million for families and small institutional investors. Regency was founded in 2004, is headquartered in New Jersey, and serves clients across the country.