Active Tax Management by Lincoln Fleming September 28, 2023
Changes in interest rates can have a significant impact on optimal charitable giving structures. Some techniques are most effective in lower interest rate environments, while others are more compelling when rates are elevated...
Active Tax Management by Taotao Cai & Patrick Geddes January 19, 2023
As direct indexing offerings have matured, advertised promises of great economic benefit have proliferated. To distinguish hype from opportunity, advisors and their clients considering this approach over traditional equity indexing strategies should review the four key drivers that make direct indexing worthwhile for tax purposes...
Active Tax Management by Matthew Johnson November 21, 2022
We at Aperio systematically tax-loss harvest throughout the year for our clients who have selected strategies with tax-loss harvesting, as we believe that realizing losses and avoiding (or deferring) realizing gains is usually economical. But should realizing gains always be avoided...
Active Tax Management by Lincoln Fleming November 3, 2022
For many people, the end of the year is a season for giving, a time to focus less on ourselves and more on our communities and the causes that are important to us. Many of us also find ourselves looking for ways to save on taxes at year-end...
Active Tax Management by Lisa Goldberg, Harrison Selwitz, & Simge Ulucam September 22, 2022
Diversification is a foundational principle of risk management. By deploying wealth across a range of securities, an investor becomes less susceptible to a disaster that may result from holding a concentrated portfolio. Historically, investors who had a large portion of their wealth invested in...
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