Commentaries - Advisor Perspectives
Q2 2026 Equity Markets
So far in 2026, we’ve seen that benchmark index returns can obscure important market dynamics. Even during a historicall
By Jeremy Milleson
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So far in 2026, we’ve seen that benchmark index returns can obscure important market dynamics. Even during a historicall
By Jeremy Milleson
Read moreWhile the tax conversation may seem to end on April 15, we think tax season could be the time to st
By Jeremy Milleson
Read moreIf you’re not sure what direct indexing means, you’re not alone. Even after the recent growth, direct inde
By Jeremy Milleson
Read moreAnother strong year for US equities in 2025 reminds us that tax loss harvesting
By Jeremy Milleson
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