In an equity market that has mostly moved straight up this year, the logical question is, how have we been realizing losses? Our analysis of potential tax benefit1 may provide the answer.
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
A year-round focus on taxes can unlock value for investors in higher brackets—and it can help advisors prove their own value.
As the year winds down, many investors focus on year-end charitable giving and tax planning. Finding a charity and donating money is the easy part. Taking slightly different approaches to gifting can yield dramatically different results from a tax perspective.
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share some important tax-management techniques for the future.
Many investors hold a concentrated stock position that represents a large percentage—typically 10% to 20%—of their overall portfolio value. Let’s review the risks of concentrated positions and then survey some of the possible solutions.
If you’re not sure what direct indexing means, you’re not alone. Even after the recent growth, direct indexing remains relatively unknown. As our compliance team never fails to remind us, you can’t invest directly in an index. So what exactly is direct indexing?
