Your investments are analyzed weekly and rebalanced if necessary. If the analysis finds that your investments are still aligned with your preferences, no rebalancing occurs. We'll automatically run a tax-loss harvesting review at this time as well.

Please note that tax-loss harvesting is only available when using a Premium portfolio. There's no extra fee for using a Premium portfolio, but they are only available for Joint Goals.

For Plenty's disclosures on tax loss harvesting and wash sales, please see Plenty's general disclosures here.