For many investors, taxes can quietly erode returns year after year. Yet, strategies like tax-loss harvesting—
the practice of selling investments at a loss to offset taxable gains—remain underutilized, especially among women investors.
Erin Eiras, CPFA®, CEPA® founder and CEO of InVestra stresses that mastering strategies like this isn’t about complexity, but about empowerment.
When done consistently, tax-loss harvesting allows women to strategically reduce taxable income while reinvesting in similar assets to maintain market exposure. This approach builds long-term wealth resilience, especially in volatile markets. Combined with InVestra’s holistic planning for retirement and life transitions, tax-loss harvesting ensures your portfolio works harder, not just longer.
Don’t let Wall Street jargon scare you off. This is a strategy that can turn market downturns into opportunities to advance your financial goals. At InVestra, we make sure you benefit from every available tool to keep your wealth intact and growing.
