Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing

In this episode, Brad Johnson explores the world of tax loss
harvesting, covering basic to advanced strategies. Learn how to
leverage these techniques to enhance your investment portfolio
and reduce tax liabilities.


www.evergreencap.com


info@evergreencap.com





0:00 Introduction to Tax Loss Harvesting


5:00 Basic Tax Loss Harvesting Explained


15:00 Direct Indexing and Its Benefits


25:00 Advanced Strategies with Leverage


35:00 Common Mistakes and How to Avoid Them


45:00 The Future of Passive Investing


55:00 Conclusion and Final Thoughts


Disclaimer:


This podcast is for informational and educational purposes only.
It should not be construed as investment, tax, or legal advice.
Opinions expressed are those of the host and guests and do not
necessarily reflect the views of Evergreen Capital or its
affiliates. All investments involve risk, including the possible
loss of principal. Past performance is not indicative of future
results. Listeners should consult their own financial, tax, and
legal professionals before making any investment decisions.
Advisory services are offered through Evergreen Capital, a
registered investment adviser.


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