From this author
Qualified Opportunity Zones: What OBBBA Means for Investors
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
March 16, 2026
Discover how the OBBBA reshapes Qualified Opportunity Zones starting in 2027, with new tax deferral rules, rural incentives and planning considerations.
Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
August 18, 2025
Let’s look at four important tax management techniques for investors with appreciating portfolios.
Three Ways that Direct Indexing Can Help Diversify Beyond the S&P 500
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
August 1, 2025
Here’s why we think an investor might choose an index other than the S&P 500 to diversify in a tax efficient way.
Lessons Learned: Potential Pitfalls of Loss Harvesting During High Volatility
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
June 16, 2025
Read why Parametric direct indexing has a dual mandate of effective tax management and disciplined index tracking.