Natixis Investment Management: Tax Management Update

The Wealth Advisor Contributor

April 24, 2024

(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

Dot-Com Fears Rise With Tech Stocks Seeing $100 Billion Swings

Expansive driving gains in technology stocks has Wall Street Pros reminiscent of the unhealthy market of the dot-com era.

FundFocus

Cullen’s DIVP ETF Approach to Enhanced Income: Combine Value Investing with Selective Options Writing

Most enhanced income ETFs start with broad market indexes and systematically sell covered calls. Cullen’s DIVP flips that script—beginning with disciplined value stock selection, then selectively writing options on 25–40% of holdings each month. The result? A strategy that combines the natural income advantages of value stocks with tactical options premiums while maintaining upside participation and seeking better tax efficiency than traditional covered call funds.

ETF Innovators