As a new round of U.S. tariffs send markets tumbling, could a once-overlooked ETF hedge offer…
Tag: Portfolio strategies
Avoiding capital gains taxes with highly appreciated stocks
For families locked into highly appreciated stock that could bring a big tax hit from the…
The highs and lows of having pro athletes as clients
Sheldon Day knows better than most the pressures professional athletes can face in their financial lives.…
Real estate tax planning strategies with pitfalls
The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…
Emerging markets investments discussed by Morningstar
In an industry known for its veritable alphabet soup of acronyms, the lower or even vanishing…
Why direct indexing is gaining ground with some advisors
On one end of the spectrum is passive investing; on the other, active. And somewhere in…
Bumpy political road for muni bond investors
The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds…
Morningstar conference keynotes focus on financial advisors
The rise of private investments, boosting access to advice, succession planning and serving clients who are…
Dual ETF mutual fund share classes pose challenges
The expected SEC approval of ETF share classes for mutual funds and vice versa poses more…
Morningstar study sheds light on interval fund fees
Within the sales pitch for interval funds that open access to alternative assets like private credit,…
Cresset looks to private credit amid market swings
Cresset Capital has turned to private credit to boost client returns as President Donald Trump’s on-off…
Counties with highest capital gains per 2025 study
The more value that investors can receive in the form of long-term capital gains rather than…
Guitars are cool, but how do they play as investments?
As a financial advisor and a guitarist for over 20 years, Nathan Sebesta said he’s seen…
SMAs, other investment portfolios ripe for ETFs
The appreciated assets locked in tax limbo from the capital gains in separately managed accounts amount…
Diversification through luxury watches? Advisors have thoughts
Advisors can recommend a number of options to help diversify client portfolios. But, should that include…
The basics of tax-aware long-short investment strategies
Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider…
The risks of investing in private equity
The returns of private equity investments will grab any investor’s attention, but there are risks to…
Advisors favor underutilized strategies over asset buckets
Is it time for financial advisors to kick the bucket strategy? In the decades since financial…
How wealth firms do revenue sharing in 2025
Asked how the industry practice of revenue sharing served their clients’ best interest, nine of the…