Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

Charles Schwab has capped the portion of client assets in long-short separately managed accounts at 30%, citing operational and risk challenges. The move follows similar restrictions by Fidelity and ...

Charles Schwab Corp. is introducing new limits for clients looking to deploy tax-efficient long-short strategies, becoming the latest brokerage to rein in a booming but potentially risky part of its ...

Taxpayers invest to make money and hope to earn a decent return on their investments. Tax-loss harvesting can be used as part of a taxpayer’s overall investment strategy without affecting investment ...

Why now is a good time for a long/short fund Jacob Pozharny, portfolio manager & co-CIO at Bridgeway Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain the benefits of ...

Discover the barbell investment strategy, and how it diversifies portfolios with short- and long-term bonds by optimizing for ...