Paul Robertson, Gavin Romm, Mark Gleason

Tax-Loss Harvesting: How Often Should It Happen?

For investors using direct-indexed equity strategies, tax-loss harvesting becomes a major focus, as it may

By Paul Robertson, Gavin Romm, Mark Gleason

Tax management is about more than just deferring taxes to reduce this year’s bite. It’s also ab

By Paul Robertson, Gavin Romm, Mark Gleason

Improving after tax returns is rarely as simple as boosting pretax returns or reducing tax expenses. It’s a

By Paul Robertson, Gavin Romm, Mark Gleason