Insights

Skip to content

Main Navigation

Our Solutions
Experience the Benefits
Our Partners & Integrations
Our Partners & Integrations
Asset Managers
Investment strategies from premier asset managers
Learn More
BlackRock
J.P. Morgan Asset Management
Fidelity
Franklin Templeton Investments
Frontier Asset Management
RiverFront
Westend
WisdomTree
Custodians
Partner with trusted financial custodians
Learn More
Fidelity
Pershing
Wealth Managers
Available through leading wealth managers
Learn More
Baird
Janney
Technology Platforms
Accessible on robust technology platforms
Learn More
Geowealth
Investcloud
RIAs
We partner with leading RIA firms and can integrate in-house investment portfolios
Learn more
About Us
- Our Mission & Vision
  Learn More
- Our Team
  Learn More
News & Resources
News & Resources
Insights
Investment and technology insights from 55ip experts
Learn More

September 20, 2023 • 5 min read

Tax Harvest Myths: Don’t direct index because… tax-loss harvesting opportunities erode

Insights

Advisor Resources
Resources to help grow your business
Learn More
News
The latest 55ip news
Learn More

February 1, 2023 • 5 min read

Thank you for 2022. Excited about the year ahead.

Insights

55ip
Blackrock
J.P. Morgan
Fidelity
Riverfront
WisdomTree

Let's Talk

Call to action

This is a CTA link

Our Solutions
Partners + Integrations
Experience the Benefits
About Us
News & Resources
Careers
Form CRS & Other Disclosures
Accessibility
Data Privacy
Privacy Policy
55ip Portal Logins
Contact Us

LinkedIn

Phone

617.960.9559

Email

info@55-ip.com

Address

One Liberty Square
Suite 200, Boston, MA
02109
B9, Nirlon Knowledge Park,
Western Express Highway, Goregaon (East),
Mumbai, IN-MH, 400063, India

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The results shown in these materials are for illustrative purposes only and do not represent actual investment decisions.

The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes. Neither the U.S. Securities and Exchange Commission nor any state securities administrator has approved or disapproved, passed on, or endorsed, the merits of this document.

If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://55-ip.com/email-disclaimer/.

LinkedIn

You are now leaving 55-ip.com

You're about to leave our site and visit an external webpage.

Click "Continue" to be redirected, or click "Stay on 55ip" to remain on our site.

Continue to External Site

Tax Harvest Myths: Don’t direct index because… tax-loss harvesting opportunities erode

Thank you for 2022. Excited about the year ahead.

Phone

Email

Address