Taxes

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.