
Four Ways to Manage Taxes as Loss-Harvesting Opportunities Fade

by Jeremy Milleson, Director, Investment Strategy
July 19, 2023
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

by Jeremy Milleson, Director, Investment Strategy
June 26, 2023
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

by Jeremy Milleson, Director, Investment Strategy
May 15, 2023
Learn why not all tax-loss harvesting opportunities are created equal in a down market.
2023 Tax Outlook: Four Questions for Taxable Investors

by Jeremy Milleson, Director, Investment Strategy
January 23, 2023
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

by Jeremy Milleson, Director, Investment Strategy
December 7, 2022
‘Tis the season to consider the ins and outs of charitable gifting.
Four Ways to Improve After-Tax Investment Returns

by Jeremy Milleson, Director, Investment Strategy
August 29, 2022
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?

by Jeremy Milleson, Director, Investment Strategy
July 18, 2022
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

by Jeremy Milleson, Director, Investment Strategy
May 9, 2022
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?

by Jeremy Milleson, Director, Investment Strategy
November 8, 2021
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

by Jeremy Milleson, Director, Investment Strategy
September 27, 2021
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.