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September 17, 2026
Did a Tax-Aware Long-Short Strategy Cause Significant Investment Losses?

What investors should know about leveraged tax-loss harvesting, short positions, fees, and suitability. Tax-aware long-short investing can be presented as a sophisticated way to generate capital losses and reduce current taxes. But it is not merely a tax-planning overlay. It is an active, leveraged investment strategy that can produce substantial economic losses, high carrying costs, […]

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