Friday, 16 October 2026 Updated 45 min ago
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Schwab to create 'tax-aware' strategy that's been attracting billions from wealthy investors

Wealthy investors are flocking to tax-aware long short strategies, adding billions into these super-powered versions of tax-loss harvesting accounts.

CNBC reports: Wealthy investors are flocking to tax-aware long short strategies, adding billions into these super-powered versions of tax-loss harvesting accounts.

This business story centres on the United States.

Why it matters

Moves like this are watched by investors, employers and consumers because of their potential effect on markets and the wider economy.

Key details

Location
United States · Americas
Reported by
CNBC
First reported
Section
Business

Sources

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