Taxes

Direct Indexed Tax Loss Harvesting: Is the Juice Worth the Squeeze?

August 27, 2024 — Direct indexed tax loss harvesting is incredibly popular nowadays, and has become a huge selling point for some companies - but is it all it's cracked up to be?

Taxes

To Realize, or Not to Realize

October 22, 2020 — With the US presidential election just a few weeks away, now is definitely a good time to think about capital gains taxes and how things may change.

Taxes

When it Pays to Pay Capital Gains

March 11, 2019 — It may seem counter-intuitive, but for investors with a steady stream of short-term capital gains, their investment approach can be improved.

Taxes

US Tax Reform Leaves Even Less of the Pie for Individual Investors in Alternatives

January 29, 2018 — The Tax Cuts and Jobs Act passed into law last month will increase the wedge between pre-tax gross and after-tax net returns.

Taxes

How Much Should the Tax Tail Wag the Asset Allocation Dog?

September 12, 2017 — When it seems like equities aren't what they used to be, it’s natural to consider reducing exposure.

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