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How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask
Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation.
Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies
Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.
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Democrats Missing Big Picture on Taxes
America’s super-wealthy have had an expansive pandemic. The ratio of America’s billionaires’ worth to gross domestic product has risen by a third.
88 Percent of Affluent Households Donated in 2020
In a year beset with a global pandemic and other crises, the vast majority of wealthy households - 88 percent — gave to charity in 2020.
The Billionaires’ Income Tax Is the Latest Proposal
The Billionaires’ Income Tax Is the Latest Proposal to Reform How We Tax Capital Gains.
Guest View: Biden Tax Crusade Puts Privacy at Risk
What’s inside America’s wallets? Uncle Sam wants to know.