Direct Index Core with Tax Loss Harvesting.

At GoalVest, we invest in the individual stocks comprising indices in the same weights as the referred index. This is known as direct indexing. Having a direct index core provides our clients with greater control and potential tax advantages compared to owning exchange-traded funds (ETFs) that track the same indices. This is coupled with tax loss harvesting, a strategy to reduce capital gains taxes owed from selling investments at a loss. By incorporating tax loss harvesting in our investment process, we aim to help our clients minimize their capital gains tax liabilities, thereby maximizing their after-tax returns. The combination of direct indexing and tax loss harvesting allows us to provide our clients with a more personalized and tax-efficient investment solution. ​​​​