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- Overview and Algorithm Introduction
- Nobel-Prize Winning, Long-Term Strategy
- Index Investing
- Dynamic Fund Selection
- Investing Globally
- Tax-Loss Harvesting
- Smart Rebalancing
- The “Efficient Frontier”
Tax-loss harvesting is an investment technique that helps save you money by deferring taxes – sometimes indefinitely. If the value of one of your investments falls, in a market downturn for example, FutureAdvisor can sell the position to realize the loss, and use it to offset taxable gains elsewhere in your portfolio. Such sales are known as “loss harvesting,” and because they are performed with regard to taxes, the entire technique is called “tax-loss harvesting.”
This technique helps decrease your overall tax bill, and helps you preserve your wealth even when the markets drop. FutureAdvisor has fine-tuned its tax-loss harvesting algorithms to make them useful for accounts as small as $20,000. We do not impose an artificial minimum for this service, and we plan to apply tax-loss harvesting to even smaller accounts in the future.