Tax Regime Change by Lincoln Fleming October 29, 2021
A number of tax proposals have been released this year to raise taxes on ultra-high-net-worth (UHNW) individuals. While some may be tempted to react to every proposed change, the reality is that whether any proposals will be enacted...
Factor Tilts by Michelle Shkedi September 23, 2021
In this blog post, we explore some of the questions that clients invested in low-beta strategies have asked us: What should I do? Have the benefits of low beta been arbitraged away, or was 2020 driven by idiosyncratic reasons rather than structural changes?...
Tax Regime Change by Lincoln Fleming August 26, 2021
Although there is still a lack of clarity on what capital gains tax changes may be passed, when they will be passed, or when they will become effective, in this blog post, we provide relevant updates and share steps advisors can take now to help clients prepare for potential changes...
Values-Aligned Investing by Austin Wilson July 22, 2021
Wrapped up in the rise of values-aligned investing and stakeholder capitalism is an increase in active ownership. One way to measure this rise is in the vote totals in support of shareholder resolutions on environmental and social issues...
Tax Regime Change by Lincoln Fleming July 7, 2021
The recent Treasury “Green Book” provides additional details to the Biden administration’s capital gains proposals and has important implications for loss-harvesting strategies...
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