For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
Hedge fund titan. Movie character. Art collector. Sports team owner. And possibly soon, casino boss.
Client requests for gold exposure often force advisors into uncomfortable portfolio compromises. WisdomTree Global CIO Jeremy Schwartz discusses how the firm’s GDE and GDMN funds use capital-efficient structures to layer gold futures onto equity positions, seeking to deliver comprehensive exposure without requiring advisors to liquidate existing holdings. The approach seeks to address a persistent challenge in portfolio construction.