1 Wall St Journal, Dec. 4, 2021: “Just How Valuable is Tax-Loss Harvesting? Author: Professor Derek Horstmeyer,George Mason University business school
2 Data as of 12/31/21. Past performance is not indicative of future results. Source: BNY Mellon Wealth Management. Results based on estimated after-tax returns of TME S&P 500 and the benchmark. After-tax alpha defined as the difference between post-tax performance of the TME S&P 500 performance and the benchmark.
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