Actively Managed, Innovative ETF Solutions
Taxes
CE Credit: Managing Taxable Investments
Overviews techniques for reducing the impact of taxes on investment portfolios.
- October 8, 2020
- Maria Katsileros
What Might a Biden Tax Plan Mean for Investors?
A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.
Assessing the Impact of Biden’s Tax Proposal on Investment Returns
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
Sizing Up Further Federal COVID-19 Aid
The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.
Would President Biden Be Bad for Markets?
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Custom Index Portfolios Help Improve After-Tax Returns
How direct indexing now provides investors with greater control and tax efficiency, and active tax management techniques, are examined.
New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.
Reactivate Your Equity Portfolio
Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.
- May 15, 2020
- Gregory V. Kanarian
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.
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.
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.
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.
Are You Maximizing Your After-Tax Wealth?
Insight on tax-efficient beta and portfolio construction from a pioneer in index-based, separate account solutions.
Integrated Portfolio Implementation®
Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.
- March 19, 2019
Finding Tax Efficiency Now
Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.
Potential Impact of the Tax Cuts and Jobs Act on Portfolios
A new era of tax policy and cuts is under way, one in which portfolio tax management could be even more important for investors.