What Is Tax-Loss Harvesting & How To Do It? - 8/19/25 | Market Sense | Fidelity Investments

Don't wait until the end of the year to calculate your investments gains and losses. On this episode of Market Sense, A Fidelity branch leader and former tax preparer joins us to discuss the importance of tax-loss harvesting year-round. We will outline some tax-efficient strategies investors can use to potentially lower their tax bill. Plus, all your latest market headlines. Topics covered: • Latest market news • Tax-loss harvesting strategies • Short and long-term capital gains 00:00 Market Sense Introduction 01:30 Strong earnings growth 04:13 Trade deals, tariffs & inflation 05:22 Jackson Hole central banking summit 07:31 Why tax-loss harvesting is a year-round strategy 09:37 Rules for tax-loss harvesting & wash sales 11:41 Short and long-term capital gains 13:44 Tax-loss harvesting investing strategies 14:44 Tax-loss harvesting in managed accounts 17:36 DIY tax-loss harvesting tool 19:20 Looking ahead Have unrealized losses on an investment? Fidelity’s new tax-loss harvesting tool can potentially help you turn them into lower taxes. Click here to check it out. www.fidelity.com/taxlossharvestingtool (login required) Questions? Drop them below 👇 and we’ll reply right in the comments. • Like what you see? Register for the next event: • https://fidelityevents.com/Market-Sen... • Subscribe to Fidelity Viewpoints: https://www.fidelity.com/signup/viewp... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelityinvestments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 DISCLAIMER: For workplace use, business to assume risk of promoting. 1218945.1.0 #TaxlossHarvesting #StockMarket #Nasdaq #Taxes