How Does Tax-Loss Harvesting Work?

Every well-diversified investor experiences losses throughout the year. But that’s not always a bad thing—if you can harvest them to your advantage. Discover one way direct indexing offers a distinct tax edge over other passive strategies.

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 types of investors may see the greatest benefit.

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.

Why Does Everyone Keep Trying to Kill the 60/40 Portfolio?

The balance provided by a 60/40 portfolio plays a key role in a diversified portfolio.

No Performance Penance Needed: Catholic Values and Passive Equity Investing

Catholic investors don’t need to choose between their values, portfolio performance, and tax management; through both screens and active ownership, they can have it all.

Transitioning to Parametric Custom Core®

Have a client seeking an allocation to a direct indexing strategy? This short video explains the process for transitioning securities in kind to a Parametric Custom Core portfolio.