Anu Rajakumar chats with Jacob Greene, Head Strategist for Custom Direct Investing, to understand more about what it takes to craft customized portfolios while incorporating a multitude of factors within today’s investment landscape.
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.
Even those who remain wary of direct indexing might be working from old assumptions. SMAs have come a long way. The ability to customize them for individual clients has come even farther. Let's dig into "conventional wisdom" in search of the truth.
The tremendous returns of the Magnificent Seven have received great attention. This paper demonstrates the impact of the Magnificent Seven on the large cap market and highlights their remarkable return of 30.3% per year over the past five years.
In this paper, Brooklyn Investment Group explores what we've coined ‘Operational Alpha’ - the reduction of effort required to run an advisory business, especially through the use of technology.
Your best clients demand something better than an index fund. One way or another, they'll get it. If you won't give it to them, they'll find it elsewhere. Advisors who fail to reckon with the opportunities personalized investment portfolios create are living in the past . . . and accelerating their own irrelevance.
As investors continue to navigate greater volatility and higher interest rates, we believe dividend investing should play an even more important role in building resilient equity portfolios.