Outspoken: How Geopolitics, Inflation And Central Bank Policy Are Shaping The Investment Outlook
With rates on the rise and geopolitics in turmoil, where should investors look for opportunities?
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Leveraging Volatility to Boost After-Tax Returns
Most asset classes across the globe were under pressure in 2022, with rising fears of an economic slowdown driving continued market uncertainty. How can investors turn volatility into potential opportunity? One way is through tax-loss harvesting. Hear from our star panel of thought leaders who share insights on recent conditions and how savvy investors can seek to bolster their after-tax prospects.
A TAX-SMART INVESTMENT STRATEGY
Reap the Tax Benefits of Price Declines in Today’s Volatile Market.
SPEAKING OUT ON: THE TAX-LOSS OPPORTUNITY
Markets have suffered their worst year in decades. When volatility leads to losses, how can investors take advantage of tax-loss harvesting?
SPEAKING OUT ON: THE ROLE OF DIRECT INDEXING
Now may be an opportune time to consider direct indexing as a core strategy. What is the role of direct indexing in tax-loss harvesting, and how are advisors putting it into practice?
Our goal and our job is to provide [a return that is aligned with] the return of an index or strategy and capture losses at the same time. Our strategies are designed to pursue both of these goals.
SPEAKING OUT ON: THE RIGHT TIME TO HARVEST LOSSES
Traditionally, investors addressed tax-loss harvesting during a year-end portfolio review. How important is timing and frequency when harvesting tax losses?
More Episodes
Outspoken: Inflation, Rates and the Fed’s Playbook. What’s Next?
With the potential for more volatility on the horizon, fixed income investors may want to stick closely to their strategic allocations.
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