When the Market Drops, Smart Investors Consider Tax-Loss Harvesting

When the market drops, many people sell and hold cash. Smart investors consider harvesting losses and staying in the market. Tax-loss harvesting turns a dip in your portfolio into a tax break. You sell an investment that's down, lock in the loss, and use that loss to lower your tax bill. The more volatile the market, the more chances you get. In this video, we break down. -What tax-loss harvesting is, in plain language -Why market drops are opportunities, not just losses -How to stay calm and keep investing when markets get bumpy -Why automation can help you catch chances you'd otherwise miss Academic research suggests tax optimization strategies can add roughly 1% per year in after-tax returns over time. Sources. Vanguard Advisor's Alpha (2022), Chaudhuri, Burnham, and Lo (2020). @Advizmo is built to keep you investing consistently and run tax-smart moves automatically. 🔗 HELPFUL RESOURCES: Download @Advizmo from the app store: https://apps.apple.com/us/app/advizmo-invest-excess-funds/id6447766520 Visit Advizmo.com: https://advizmo.com Like Advizmo on Facebook: https://www.facebook.com/profile.php?id=61573835330823 Follow Advizmo on Instagram: https://www.instagram.com/myadvizmo/ Follow Advizmo on Twitter: https://x.com/advizmo Connect with Advizmo on LinkedIn: https://www.linkedin.com/company/advizmo/ Subscribe on Substack: https://advizmo.substack.com/ Follow on Bluesky: https://bsky.app/profile/advizmo.bsky.social Learn more at advizmo.com #TaxLossHarvesting #Investing #PersonalFinance #Advizmo #MarketVolatility Not tax advice. Individual results vary. Tax-loss harvesting defers and offsets tax; it does not eliminate it. It can lower the cost basis and increase a future gain. Not applicable in tax-advantaged accounts. All investing involves risk, including possible loss of principal. Advizmo advisory fee and subscription apply. Murray Jones is the founder and CEO of Advizmo, an SEC-registered investment adviser (File No. 801-133876).