Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

A new investment method that delivers impressive returns while reducing taxable income has garnered attention among high-net-worth families. This analysis explains how the strategy works, highlighting ...

Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

This event is now available on-demand. If you have previously registered for this event please click here and login using the email that you used to register. Direct indexing is no longer a niche ...

Goldman Sachs Asset Management has introduced a new feature on its Goldman Sachs Tax-Advantaged Core Strategies that allows the asset manager to “look through” to ETF underlying holdings and actively ...

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Tax season often feels like a sprint to the finish ...

Starting with the Inflation Reduction Act in 2022, the Internal Revenue Service started to feel it finally had the resources to start upgrading its antiquated technology systems, beef up enforcement ...

Tax optimization strategies vary by income level, but everyone can reduce their tax burden. Most taxpayers can save a few thousand dollars per year through basic techniques, while high earners can ...

When most people think of Warren Buffett, they picture massive returns, decades-long stock picks, and a mind for business unlike anyone else's. But one of the least-discussed parts of his financial ...