News & Research
Mark Hoffman, LifeYield CEO writes about Tax-Loss Harvesting in the Family Wealth Report
Mar 27, 2018

"Tax-loss harvesting is amateur hour"

The article, Tax-Loss Harvesting Does Not Gather Enough Retirement Fruit, describes how tax-loss harvesting offers limited benefit for investors. Mark Hoffman, LifeYield CEO, provides compelling evidence to illustrate the significant advantages of leveraging tax-smart Asset Location strategies versus tax-loss harvesting. 
Hoffman suggests, "Looking at investments in various accounts without any tax-efficient coordination hurts investors. This is amateur hour and does not support a goals-based wealth management plan. A coordinated, tax-smart, asset location implementation plan can help improve after-tax outcomes by 33 percent."
Click here to read the full article 
About Family Wealth Report
Published by ClearView Financial Media - independent, London-based publishing house - Family Wealth Report is the leading source of essential, and often exclusive, business intelligence and in-depth reports for family offices, private banks, wealth and private asset managers, and other advisors to wealthy clients in US and Canada. 
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About LifeYield
LifeYield, creator of the Taxficient Score™, is the industry leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals. LifeYield connects: financial planning, data aggregation, investment proposal, brokerage holdings, advisory programs and insurance products to create solutions that optimize after-tax returns, maximize income and support goals-based wealth management strategies.
For more information, please visit