The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

As wealthy clients demand more personalization and tax efficiency, direct indexing is emerging as a powerful tool advisors can offer, though many are still learning how to use it. Emily Gray, managing ...

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

Tax-loss harvesting (TLH) has existed for decades, but its impact has historically been limited by one simple constraint: structure. When investors hold pooled vehicles such as ETFs or mutual funds, ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

Selling a business, investment property, appreciated stock or even your primary residence can leave you with a huge tax bill. In 2026, federal long-term capital gains are taxed at 0%, 15% or 20% ...

As the S&P 500 continues its bumpy ride through the Iran war, asset managers are promoting an investing strategy that might help advisors capitalize on market swings and stock dispersion—tax-managed ...