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.

Avsnitt(571)

Where You Live Matters - How Geography Contributes to Wealth

Where You Live Matters - How Geography Contributes to Wealth

How geography contributes to economic growth and can increase or lower the cost of living.Topics covered include:Why living in a developing country like Costa Rica is still relatively expensiveHow Ama...

15 Jan 202526min

 Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets

 Should You Retire Early and Live Outside Your Home Country? with Joshua Sheets

In episode 506, Joshua shares the pros and cons of living outside of your home country. He convinces David why he needs more than one passport. Finally, Joshua makes a strong case for not retiring, an...

8 Jan 202539min

Optimization, AI and Opting Out with Coco Krumme

Optimization, AI and Opting Out with Coco Krumme

In our final episode of the year, I converse with author and data scientist Coco Krumme about the benefits and costs of optimization in finance, industry, and our daily lives. We explore AI and its ov...

18 Dec 202434min

Indexing Bubble and Asset Class Returns Still Revert to the Mean

Indexing Bubble and Asset Class Returns Still Revert to the Mean

How asset class returns move in cycles with periods of above-average returns followed by periods of lower returns. How has the rise of passive indexing led to higher stock valuations, and what does th...

11 Dec 202430min

U.S. Stocks Have Never Been This Overhyped or Expensive

U.S. Stocks Have Never Been This Overhyped or Expensive

What are the tangible and intangible factors that have contributed to long-term U.S. stock market outperformance compared to the rest of the world? Despite these advantages, why might we still want to...

4 Dec 202423min

Should You Invest in Nuclear Energy?

Should You Invest in Nuclear Energy?

Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it?Topics covered include:Why did Microsoft sign an agreement to reopen a nuclear ...

20 Nov 202420min

Strategies and Systems Want Your Money

Strategies and Systems Want Your Money

We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financ...

13 Nov 202429min

Episode 500: The S&P 500 Index and the Decade Ahead

Episode 500: The S&P 500 Index and the Decade Ahead

In the 500th episode of Money for the Rest of Us, we focus on the S&P 500 Index. How has the index changed, and why have U.S. stocks performed so well? Will U.S. stocks only return 3% in the next deca...

6 Nov 202427min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-svart-marknad
uppgang-och-fall
avanzapodden
rss-dagen-med-di
borsmorgon
rss-inga-dumma-fragor-om-pengar
tabberaset
rss-den-nya-ekonomin
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
kvalitetsaktiepodden
bathina-en-podcast
24fragor
kapitalet-en-podd-om-ekonomi
svd-tech-brief
bilar-med-sladd