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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Natixis: Direct Indexing As Investment Strategy

Most investors want to see their investments appreciate, however, they may not be prepared for the capital gains taxes that could arise when selling. One way to potentially reduce the impact of taxes is to utilize a direct indexing strategy that uses active tax-loss harvesting to help offset realized gains. Investment Strategist Greg Kanarian gives a brief overview of what direct indexing is and how it may be an “all-weather” strategy – even in volatile times.