Tax Loss Harvesting
Автор: ETF Market Insights
Загружено: 2025-11-21
Просмотров: 46620
As 2025 nears its close, your host Erika Toth sits down with special guests Dante Rossi and Erin Allen to talk about tax-loss harvesting—including important dates to remember—and tips to help investors navigate year-end.
Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management. She is joined on the podcast by Erin Allen, Director, Direct Distribution, BMO Exchange Traded Funds, and Dante Rossi, Director, Tax Planning, BMO Private Wealth. The episode was recorded live on Monday, November 17, 2025.
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.
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