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 ...

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

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 ...

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 ...

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 ...

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...

When people think about tax strategies, they tend to think of things like itemized deductions, charitable donations or maybe a well-timed retirement contribution. But for high-income earners or those ...