Economic Shocks From Ukraine Invasion to Pressure Global Insurance Industry

March 3, 2022

(Asian Insurance View) - AM Best believes that Putin's invasion of Ukraine is likely to impact the global insurance industry substantially in the near to midterm, particularly given the significant fallout in the capital markets and potential for widespread cyber attacks.

For full story see: https://www.asiainsurancereview.com/News/View-NewsLetter-Article/id/79480/type/ARM/Economic-shocks-From-Ukraine-invasion-to-pressure-global-insurance-industry

By Anoop Khanna
March 2, 2022

The “lockup” narrative around direct indexing suggests tax benefits vanish after initial loss harvesting. Jerry Michael, President of Smartleaf, dismantles the myth by showing how direct indexes can deliver tax efficiency across every client milestone—from onboarding legacy positions to withdrawals, charitable giving, and rebalancing. The issue isn’t whether direct indexes work long term; it’s whether advisors understand tax management beyond loss harvesting alone.

Economic Shocks From Ukraine Invasion to Pressure Global Insurance Industry

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