Tax Loss Harvesting

I wanted to ask you about tax loss harvesting as well which is as you know has gotten a lot of attention over the past few years and it's a topic you've researched extensively. Do you think the hype's justified? We put that question on Michael Kitzy's this past summer and he stated that direct indexing firms were overstating the tax savings to be had from tax loss harvesting. It might just be lower than what's commonly stated but the harder to quantify sort of cost in a sense of tax loss harvesting to me is really getting yourself in a position where the taxes are driving the portfolio and not the investments.

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