Taxes
Active ETFs over Passive, and the Semi-Transparent Wrapper
Nick Elward shares Natixis’ entrance into the ETF market, benefits of the semi-transparent wrapper, and why investors may prefer active ETFs over passive.
Tax-Saving Opportunities Are Silver Lining in Bear Market
There may be an upside to the stock market’s decline: the ability to harvest losses to offset portfolio gains – and improve after-tax returns.
Top 5 Financial Advisor Questions About ETFs
Natixis experts sum up ETF benefits and attributes from best execution, tax efficiency, and liquidity to the creation/redemption process and more.
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.
Bear Market Creates Tax-Saving Opportunities
The stock market decline in Q2 2022 created ample opportunities for tax loss harvesting, a key technique for improving after-tax investment performance.
The Case for Taxable Retirement Investing: Part 2
Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.
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.
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
Portfolio Rebalancing in Uncertain Times
Periodic rebalancing is necessary to maintain an investor’s target risk profile, but it’s important to understand the costs and benefits.
- January 6, 2022
- Joseph Stein
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.
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.
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.
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.