Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing

In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities. info@evergreencap.com 0:00 Introduction to Tax Loss Harvesting 5:00 Basic Tax Loss Harvesting Explained 15:00 Direct Indexing and Its Benefits 25:00 Advanced Strategies with Leverage 35:00 Common Mistakes and How to Avoid Them 45:00 The Future of Passive Investing 55:00 Conclusion and Final Thoughts Disclaimer: This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser. Hosted on Acast. See acast.com/privacy for more information.

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Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing is an episode from The Alternative Investor by Brad Johnson.

This episode is 24:36 long.

This episode was published on Nov 5, 2025.

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