Unlocking Tax Alpha in Volatile Markets
PGIM Custom Harvest’s Robert Holderith explains how strategies like direct indexing offer a way to turn market volatility into a strategic advantage.
Volatility Through the Tax Benefit Lens
Apr 16, 2025
PGIM Custom Harvest’s Robert Holderith & Brian Ahrens offer their perspective on the potential benefits of direct indexing.
Amid recent market volatility fueled by economic uncertainty from Trump’s tariffs, rising inflation risks, escalating geopolitical tensions, and growing recession fears, PGIM Custom Harvest’s Robert Holderith and Brian Ahrens offer their perspective on the shifting market landscape. They delve into how a direct indexing strategy can address common investor challenges while enhancing a portfolio’s after-tax return potential.
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