Harvesting Tax Losses – Even When Markets Rise

While broad stock market returns were positive for the first quarter, nearly half of index stocks declined, creating opportunities for tax loss harvesting.

April 18, 2023 Curt Overway
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CE Credit: Managing Taxable Investments: Techniques for Mitigating Tax Costs in Investing

Reviews changes in tax legislation, the impact of taxes on various investment vehicles, and techniques for enhancing after-tax investment returns.

April 3, 2023 Jeffrey C. Clough Financial Professional content – requires login
Banner Year for Tax-Loss Harvesting

Down markets in 2022 allowed investors who own stocks directly in Separately Managed Accounts to reduce capital gain taxes by using tax-loss harvesting.

January 12, 2023 Curt Overway
What’s in Your Index: Value vs. Growth

As company fundamentals and security valuations change, so do their factor profiles – and their membership and weights in growth and value indices.

September 27, 2022 Joseph Stein
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Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

September 27, 2022 Kevin Maeda
The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

February 8, 2022 Kevin Maeda
Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

January 27, 2022 Sean McDade Financial Professional content – requires login
Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

November 17, 2021 Kevin Maeda
Direct Indexing: Active or Passive?

Study examines the tradeoffs between tracking error and tax benefits in direct indexing separately managed accounts.

October 1, 2021 Curt Overway Financial Professional content – requires login
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Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

August 19, 2021 Kevin Maeda
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Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

April 3, 2020 Kevin Maeda
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Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

March 26, 2020 Kevin Maeda
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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

March 6, 2020 Kevin Maeda