(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
Most investors think self-directed IRAs are limited to stocks and bonds. Brad Kraft, President of Provident Trust Group (PTG), explains how advisors can help clients access a far broader universe—from real estate and private equity to LLCs and early-stage businesses. Kraft shares how PTG’s entrepreneurial culture, proprietary technology, and flat-fee pricing structure make alternative investing more accessible while maintaining the trust clients expect.
OpenAI isn't preparing for a public debut, at least not yet.