As Federal Budget Deadline Approaches, Tax Policy Discussion Intensifies
Tax policy discussions intensifying in D.C., with significant implications for high-net-worth individuals, business owners, and financial advisors.
Asset Managers Churn Out Defense Funds Once Deemed Uninvestable
As governments across Europe ratchet up defense spending, money managers who previously judged the sector too controversial to touch are taking note.
Orion: Direct Indexing As The Key To Business Transition Planning
Selling a business comes with a significant tax burden, but with the right planning, advisors can help clients minimize the impact. Orion Custom Indexing allows you to implement a "Loss Harvesting Only" strategy, systematically building a tax loss reserve over time to offset the capital gains from a future sale. This proactive approach helps reduce tax liability and preserve more of your client’s wealth.
TCJA’s Potential Sunset: What It Means For Tax Planning
Gregory V. Kanarian, CFA®
Vice President, Investment Strategist –
Natixis Investment Managers Solutions
Wall Street Pushes Back On Tough Margin Rule For Zero-Day Options
Wall Street brokers and dealers are pushing back on a new margin rule.