From this author
Lessons Learned: Potential Pitfalls of Loss Harvesting During High Volatility
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
August 28, 2026
Read why Parametric direct indexing has a dual mandate of effective tax management and disciplined index tracking.
How High-Profile IPOs Could Reshape Your Portfolio Exposures
by Paul Bouchey, Managing Director, Applied Research; Izabella Goldenberg, Senior Investment Strategist
June 18, 2026
Learn how high-profile IPOs are reshaping index construction and why these evolving rules may influence your index investment exposure.
Tax Loss Harvesting in Volatile Equity Markets: Q1 2026
by Izabella Goldenberg, Senior Investment Strategist; Jeremy Milleson, Director, Investment Strategy
April 14, 2026
See how first quarter market volatility and a March drawdown supported tax loss harvesting to help direct indexing investors capture those losses at scale.
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.