Back in May I wrote about joining the Twitter bandwagon to see whether or not this new social media outlet had any relevance to my daily responsibilities. After about 400 updates in my Twitter profile, I struck gold.
Over the last week, our firm has been implementing tax loss harvesting strategies across our entire book of assets. As one might imagine, there are many, many individual trades to identify, submit, track, and confirm, as we want to ensure that all activity is executed without errors for our clients.