March 3, 2000
The poll found that millennials are the most likely generation to be inspired to retire early due to COVID, with 15% saying they were moving up their retirement timeline.
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'There's Definitely A Bubble' In Markets, Ray Dalio Says. Here's His Latest Advice.
Thought the market-bubble talk was over after Nvidia's latest earnings? Nobody told Ray Dalio.
Smartleaf and the Direct Indexing Lockup Myth: Why Tax Benefits Don’t Disappear After Year One
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.