New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization

Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.

Outlook for Tax Increases Remains Unclear

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

Tax Management in a Strong Market

Tax loss harvesting can be tough in rising markets – but savvy managers can enhance after-tax returns by favoring long-term over short-term capital gains.