Led by: Matson Money

Tax-loss harvesting is often presented as a prudent, proactive strategy, but many investors have never been shown how it works in real life or what it can accomplish over time.
In this session, Mark will walk through:

• Why tax-loss harvesting is so widely promoted
• What most investors are not told about its limitations
• How long-term investment outcomes can be created

This is an educational conversation designed to help investors think more clearly about their investment strategy