Joseph Gotelli and Jason Greenblath

“Today's fixed-income landscape offers compelling potential opportunities to harvest losses, manage tax liabilities and improve yield and tax efficiency.”

Joseph Gotelli and Jason Greenblath · said date not stated · reported 2026-09-23

The portfolio managers wrote in a recent report about opportunities in the current fixed-income landscape.

“Tax-loss harvesting is often treated as a year-end exercise. But markets don't follow the calendar,”

Joseph Gotelli and Jason Greenblath · said date not stated · reported 2026-09-23

The portfolio managers wrote in a recent report that tax-loss harvesting should not be limited to year-end.