Tax Management Update – 4Q 2023

Equity markets rose significantly in 2023, but periods of volatility still provided investors with opportunities for tax loss harvesting.

January 16, 2024
Tax Management Update – Q3 2023

Although the S&P 500® is up over 13% year to date, the recent pullback has provided tax loss harvesting opportunities for direct indexing investors.

October 19, 2023
Watch
Is Direct Indexing Right for You?

See how direct indexing compares to index funds and ETFs for investors who want to customize their accounts or minimize investment-related taxes.

September 27, 2023 Kevin Maeda
Watch
With Direct Indexing, Process Matters

Kevin Maeda explains how process is a key differentiator between direct index providers, particularly for clients diversifying concentrated stock positions.

August 28, 2023 Kevin Maeda
Watch
How to Evaluate a Direct Index Provider

See why choosing a direct index provider isn’t as straightforward as selecting a passive index fund or ETF, how strategies can differ, and why it matters.

August 22, 2023 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
Watch
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
Watch
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
Watch
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
Watch
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