Review of the investment implications of potential US tax code changes and third quarter 2021 equity market activity.
Major retirement savings changes currently being worked on by Congress are explained by Natixis’ government relations specialist.
What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.
Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.
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 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.
President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.
See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.
Learn how to coordinate complex client portfolios in real time and potentially improve investment outcomes related to taxable gains, rebalancing, and customization.