Many in the industry assume that loss harvesting is a one-size-fits-all solution
What Is Tax Management?
by Jennifer Sireklove, Managing Director, Investment Strategy
May 23, 2022
Maximizing investors’ long-term wealth takes thoughtful tax management. Learn what that involves—and how direct indexing can be a powerful part of every advisor’s tool kit.
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.
The Crossover Trade: When Tax Free Isn’t Always Tax Efficient
by Nisha Patel, Managing Director
April 11, 2022
Do you know why tax-free municipal bonds might not offer fixed income investors the highest after-tax returns? Test yourself and find out.
How Can Advisors Use Direct Indexing to Deepen Client Relationships?
by Brian Langstraat, Chief Executive Officer
April 4, 2022
Get up to speed on a growing investment solution that offers a wide range of advantages. Test your direct indexing smarts.