Four Ways to Manage Taxes as Loss-Harvesting Opportunities Fade

For taxable investors, an appreciating portfolio can be a mixed blessing. Find out how to keep your investment tax bill in check for the long term.

Tax Questions Loom as the 2024 Election Draws Near

Read how we think the tax landscape might change in the face of election season.

A Marathon, Not a Sprint: Tax-Loss Harvesting During the Downturn

Learn why not all tax-loss harvesting opportunities are created equal in a down market.

2023 Tax Outlook: Four Questions for Taxable Investors

A divided Congress makes major changes to tax legislation unlikely, but there’s still plenty for taxable investors to keep their eye on in 2023.

Three Wise Ways to Give Charitably

‘Tis the season to consider the ins and outs of charitable gifting.

Four Ways to Improve After-Tax Investment Returns

Active tax management is a year-round, multifaceted effort. Discover four of the best ways to create tax savings for your clients.

Midyear Tax Outlook: Will Proposed Tax Changes Stop Being Proposals?

Between a divided Congress and worldwide inflation, the timing for President Joe Biden to impose tax changes may be even worse than before.

Short-Term Reversal Factor: A Balancing Act

Strike the right balance between maximizing after-tax returns and aligning with benchmarks.

What’s the Best Way to Maximize the Tax Benefits of Charitable Giving?

Cash or securities? Different approaches to charitable giving can yield very different after-tax results for investors.

Tax Management and Tracking Error: You Can’t Have One Without the Other

Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns.