Active Tax Management by Patrick Geddes September 19, 2019
At Aperio, we’ve been asked by many wealth advisors and family offices about our views on opportunity zones (OZs), a tax incentive that allows for deferral and even elimination of some capital gain for taxable investors. In our view, the best way to look at these structures requires incorporating three different angles...
Active Tax Management by Patrick Geddes March 18, 2019
Heightened investor sophistication that took decades to evolve has finally forced the financial services industry to come to terms with how much fees can eat into returns. Naturally, the industry has resisted fee pressure since....
Observations by Patrick Geddes January 18, 2019
The passing this week of Jack Bogle, founder of Vanguard, has highlighted what an extraordinary ethical visionary he has been. While we may mourn his death, we also celebrate how much better the world is because of his impact....
Factor Tilts by Patrick Geddes April 18, 2018
Since Aperio offers tax-loss harvesting through both cap-weighted and factor-tilt strategies, we’re often asked, “Do I get more value from plain loss harvesting (cap-weighted) or from factor tilts, and does one affect the other?” To answer that question...
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