Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

Are Robo Advisors Worth It Even With Tax Loss Harvesting and Direct Indexing?

We examine how robo-advisors have evolved over the past decade to determine if their services justify the fees they charge.

Topics covered include:

  • How large are the top 5 robo-advisors
  • Robo-advisor fees
  • Robo-advisor holdings
  • Why robo-advisors are turning toward direct indexing for tax loss harvesting
  • How much excess return does tax loss harvesting generate
  • Who can benefit from using robo-advisors


Sponsors

Asset Camp

LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan by Nathan Sosner et al.—SSRN

An Empirical Evaluation of Tax-Loss Harvesting Alpha by Shomesh Chaudhuri et al.—SSRN

Related Episodes

398: When Should You Hire An Investment Advisor? Two Case Studies

92: What Robo-Advisors Recommend


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(571)

The Power of Optionality: Small Bets, Big Payoffs

The Power of Optionality: Small Bets, Big Payoffs

In this episode, we explore the concept of optionality—how small, strategic decisions can lead to outsized rewards with limited downside risk. From ancient philosophy to modern financial strategies, d...

4 Syys 202422min

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?

The Five Layers of Investing - Which Layers Is Your Portfolio Allocated?

In Episode 491, we explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer.The five layers are:1. Short-term trading2...

28 Elo 202431min

Should You Invest in Private Equity?

Should You Invest in Private Equity?

How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies?Topics covered include:How ar...

21 Elo 202428min

Making Better Investment and Life Decisions - Episode 203 Remastered

Making Better Investment and Life Decisions - Episode 203 Remastered

This week, we release one of David's favorite episodes from six years ago, Episode 203: Is Investing More Like Poker or Chess.Topics covered include:What is the difference between chess and poker.Why ...

14 Elo 202423min

Why the Market Has Sold Off and What Should You Do

Why the Market Has Sold Off and What Should You Do

In episode 489, we examine three factors that contributed to this week's big stock market declines, analyze whether a recession is imminent, and review David's recent portfolio changes.Topics covered ...

7 Elo 202427min

Should You Invest in an Ethereum ETF?

Should You Invest in an Ethereum ETF?

What is the investment case for Ethereum, and what are the risks? A straightforward review of what ether and Ethereum are, how they work, and what it will take for the Ethereum blockchain to be succes...

31 Heinä 202427min

Are We Heading for a 2030s Depression? - Understanding Global Economic and Population Shifts

Are We Heading for a 2030s Depression? - Understanding Global Economic and Population Shifts

What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive.Topics covered include:Why ITR Economics has been predicting a 2030s depression for over a decade.What...

24 Heinä 202428min

How Retail Traders Lose Big While Enriching Wall Street

How Retail Traders Lose Big While Enriching Wall Street

Gambling in the stock market is increasing, with most traders losing money while generating billions of dollars per year for brokerages and wholesalers. Will all this trading lead to big market swoons...

17 Heinä 202422min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-sisalto-kuntoon
rss-rahamania
ostan-asuntoja-podcast
herrasmieshakkerit
rahapuhetta
sijoituspodi
rss-lahtijat
rss-karon-grilli
oppimisen-psykologia
lakicast
rss-startup-ministerio
rss-bisnesta-bebeja
rss-paasipodi
rss-yrittajan-mindset
rss-viisas-raha-podi
rss-draivi