Jeremy Milleson

Midyear Tax Outlook: Assessing the Tax Plans of US Presidential Candidates

With the 2024 campaign at the forefront of US consciousness, let’s assess the implications of tax policy proposals from both parties.

Four Ways to Manage Taxes as Loss-Harvesting Opportunities Fade

Here are some important tax management techniques for investors with appreciating portfolios.

Four Potential Solutions to Concentrated Stock Positions

Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden.

What Is Direct Indexing?

If you’re not sure, you’re not alone. Get a quick primer on how this method of investing works, what its advantages are and which investors may see the greatest benefit.

Fine-Tuning Risk Management for Highly Volatile Stocks

How can investors manage risk in a volatile market driven by mega-cap stocks? Read why we think tax management needs to consider single-stock risk.

Preparing Now for Mutual Fund Distributions in 2024

Plan distributions now to reduce tax liabilities for the rest of 2024.

2024 Tax Outlook: Creeping Brackets and Tax Policy Dynamics

Shifting tax brackets and other policies can impact taxpaying investors. What do we see on the horizon?

Have a Bountiful Tax Harvest: How Position Counts Can Affect Direct Indexing Potential

Determining the right range of securities can be tricky. Read how broader exposure could give investors a bountiful tax-loss harvest for their direct indexing portfolio.

The Ins and Outs of Tax-Managed Charitable Gifting

How can investors make the most of charitable gifting, both for charities and their own portfolios?

Don’t Let the Mask Fool You: Understanding SMA Composites

Are you getting spooked out of choosing the right SMA provider? Get the facts on how to tell the real thing from a good costume.

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

Investors may bristle at the mere mention of tracking error. Read how it can help investors keep more of their money while seeking to maximize their after-tax returns.