(Yahoo!Finance) - The market melt-up continues its run a week before the Fed's next rate hike decision. Envestnet Co-CIO Dana D'Auria joins the Live show to break down the impact the June FOMC meeting could have on markets.
Watch the video:
https://finance.yahoo.com/video/fed-not-seeing-mega-cap-143724509.html
Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.
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.