(Natixis Investment Management) Q1 2024 represented a somewhat muted period from a tax loss harvesting perspective. Investors oftentimes have at least some exposure to underperforming names. This harvesting opportunity varies quite a bit based on client-specific events
The once relentless rally in AI-fueled stocks has lost momentum.
Small RIAs face mounting pressure to deliver comprehensive service without the resources of larger firms. CacheTech built its platform around a different model: shared technology, high-conviction investment management, and true collaboration. In a conversation with The Wealth Advisor, CEO and CIO Cormac Murphy explains why culture fit matters more than AUM, how his team navigated 2025’s volatile markets, and what’s coming next in tax optimization.