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Advisor Insights

Tax-Loss Harvesting and Structured Notes: A Quick Primer

As we approach the midpoint of the fourth quarter, many financial advisors will be assessing both losses and gains (given the political election next year) in their portfolios for the…

5 min read

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized. The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.