March 6, 2023
The volatility of bitcoin can be daunting for advisors and their clients. Eaglebrook Advisors has put together an exclusive report on the mechanics involved with this asset class in particular.
It's especially valuable right now. Extensive drawdowns weigh on conviction, but those who own spot bitcoin in a separately managed account (SMA) and believe in the long-term investment thesis can tap into the power of Tax-Loss Harvesting (“TLH”), a silver lining that can save investors thousands on a tax bill.
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