Nerd's Eye View

OCTOBER 5, 2022

In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. But what the providers of automated tax-loss harvesting often don’t mention is that the actual value of tax-loss harvesting depends highly on an individual’s own tax circumstances.

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Taxes Tax Planning Portfolio Management Advertising 246

Wealth Management

DECEMBER 21, 2023

Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.

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Taxes Portfolio 209

Wealth Management

SEPTEMBER 25, 2024

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

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Portfolio Taxes Management 291

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

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Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

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Financial Planning Sales Planning Retirement 235

Wealth Management

MAY 24, 2023

The structure of a portfolio plays an important role in the productivity of a tax-loss harvesting algorithm.

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Taxes Portfolio 237

Wealth Management

SEPTEMBER 4, 2024

Private debt REITs offer a unique blend of income stability, risk management, tax efficiency, and diversification, writes Parkview Financial's VP of investor relations.

Portfolio 275

Portfolio Risk Management Taxes Management 275

Abnormal Returns

DECEMBER 25, 2024

podcast.moneywithkatie.com) Peter Lazaroff on how tax projections work. peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs. morningstar.com) Investing Three easy ways to simplify your portfolio. wsj.com) Owning a home isn't for everyone.

Financial Advice 147

Financial Advice Retirement Taxes Insurance 147

Abnormal Returns

JANUARY 1, 2025

youtube.com) Taxes Trading crypto? Pay your taxes. wsj.com) Portfolio simplicity keeps paying off. (peterlazaroff.com) Khe Hy talks with Dr. Jordan Grumet about finding your life purpose. axios.com) Consider doing Roth IRA conversions for your heirs.

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Taxes Retirement Banking Portfolio 162

Nerd's Eye View

JANUARY 6, 2025

FINNY AI, an AI-powered prospecting tool, has raised $4.2

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Startup Financial Advisor Clients Portfolio Management 188

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

The Big Picture

MARCH 18, 2025

Emotional Decision-Making : We make spontaneous decisions for reasons unrelated to our portfolios. Cognitive Deficits : You’re human unfortunately, that hurts your portfolio. Be tax-aware. We mix politics with investing. We behave emotionally. We focus on outliers while ignoring the mundane.

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Investments Investing Math Media 318

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Table of Contents What is tax-loss harvesting?

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Taxes Assets Sales Portfolio 52

Harness Wealth

MARCH 27, 2025

Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Wealth Management

APRIL 25, 2024

Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent millennial clients to keep their business and MyVest expands tax-aware portfolio transitions for its Strategic Portfolio System.

Portfolio 261

Portfolio Taxes Clients 261

Wealth Management

MAY 9, 2023

Direct investing through SMAs truly customizes portfolios and manages risk to investors’ specific situations.

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Investing Investments Taxes Portfolio 240

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

Risk Management 52

Risk Management Compliance Taxes Management 52

Abnormal Returns

JUNE 16, 2024

apolloacademy.com) What really is the goal of portfolio diversification? fortunesandfrictions.com) What happens if the 2017 tax cuts lapse. (wsj.com) The S&P 500 has become increasingly concentrated. rogersplanning.blogspot.com) Small advantages, consistently applied, compound over time.

Taxes 316

Taxes Portfolio Marketing Marketing 316

Random Roger's Retirement Planning

MARCH 15, 2025

You're 81 and been taking income from your portfolio for 15 years, what matters to you more, that you can continue to take what you need from your portfolio or that four year run in your mid-50's when you beat (or lagged) the market? If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Random Roger's Retirement Planning

MARCH 12, 2025

Let's dig in some more on Permanent Portfolio quadrant style. Next is the allocation for the United States Sovereign Wealth Fund ETF that I made up a few days ago and next to that is my most recent attempt from November to recreate the Cockroach Portfolio which is managed by Mutiny Funds. That is a very specialized type of result.

Portfolio 59

Portfolio Taxes Numbers Investments 59

Abnormal Returns

NOVEMBER 20, 2024

nytimes.com) Taxes in retirement only get more complicated. newsletter.theleading-edge.org) Personal finance Why you need guardrails on your portfolio. (sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher.

Estate Planning 162

Estate Planning Retirement Marketing Marketing 162

Abnormal Returns

SEPTEMBER 10, 2024

blogs.cfainstitute.org) Using machine learning for portfolio optimization. blogs.cfainstitute.org) A review of recent research on portfolio risk management including 'Does Systematic Tail Risk Matter?' klementoninvesting.substack.com) Why high volatility alternatives make sense in a portfolio perspective: capital efficiency.

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Marketing Marketing Risk Management Portfolio 267

Abnormal Returns

SEPTEMBER 24, 2024

clearerthinking.org) Research How identifying economic regimes can help in portfolio allocation. caia.org) You don't need individual securities to get the benefits of tax loss harvesting. (caia.org) Correlations, 101. alphaarchitect.com) What investors get wrong about high quality stocks.

Taxes 269

Taxes Economics Portfolio 269

Abnormal Returns

FEBRUARY 26, 2025

ofdollarsanddata.com) Invest time in your life, not in managing your portfolio. mrmoneymustache.com) Why you need to account for your Treasury income on your state taxes. (tonyisola.com) Age is just one factor when it comes to your asset allocation. theretirementmanifesto.com) Gen X is next up for senior living.

Asset Allocation 162

Asset Allocation Retirement Financial Planning Accounting 162

The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Most hedge fund strategies are tax-inefficient.

Taxes 148

Taxes Portfolio Management Investing 148

Abnormal Returns

APRIL 21, 2024

microcapclub.com) No portfolio strategy is perfect. philbak.substack.com) Taxes How much do higher taxes prompt millionaires to relocate? theatlantic.com) Is there a better way to maximize charitable giving instead of a tax deduction? vox.com) Trying to tax all families equitably is a dilemma.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Concentrated portfolio risk. Perhaps most important of all, are the behavioral advantages of passive.

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Taxes Portfolio Management Investing 334

The Reformed Broker

MARCH 11, 2023

If you live in the Chicago area and could use a little help with your portfolio, tax advice or just want. The meetings were meaningful, the catch-ups were long overdue and the food was fantastic. We will be back! The post This Week on TRB appeared first on The Reformed Broker.

Food 286

Food Taxes Portfolio Clients 286

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Optimize Tax Strategies Its not what you makeits what you keep. Meet with your tax advisor to discuss harvesting tax losses, Roth conversions, and charitable contributions that might save you money. Consolidation might be a smart move too.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Random Roger's Retirement Planning

FEBRUARY 11, 2025

Morningstar did a quick writeup on model portfolios. The article wasn't too insightful but there was an example of a model portfolio and then an example of how to customize that same model. All I tried to do was simplify the portfolio, not do anything to improve it. Should a model portfolio have any sort of differentiation?

Portfolio 52

Portfolio Retail Taxes Clients 52

Abnormal Returns

SEPTEMBER 20, 2023

(awealthofcommonsense.com) How Morgan Housel invests his portfolio. etf.com) Taxes It's time, once again, to start thinking about how to shrink an estate. humbledollar.com) How to calculated the real, after-tax returns on cash. etf.com) How to invest a large lump sum. peterlazaroff.com) Direct indexing isn't for everyone.

Math 279

Math Taxes Portfolio Investing 279

Wealth Management

JUNE 6, 2024

Brooklyn Investments' Erkko Etula explains how advisors can serve clients with personalized portfolios that are tax and cost efficient.

Taxes 216

Taxes Portfolio Clients Investing 216

Wealth Management

JUNE 20, 2023

Four tips to help minimize taxes in a portfolio.

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Taxes Portfolio 231

Abnormal Returns

APRIL 10, 2024

bestinterest.blog) Taxes How retirees can (legally) reduce their tax bills. humbledollar.com) Don't take tax advice from TikTok. washingtonpost.com) Personal finance It's simple to put together low cost, highly diversified portfolios. (cntraveller.com) How Social Security fits within your retirement plan.

Estate Planning 262

Estate Planning Retirement Planning Retirement Taxes 262

Wealth Management

AUGUST 2, 2023

Fractional shares make it easier for the next generation of investors to align their investment portfolios with their personal beliefs, gain transparency around their investments and generate tax alpha.

Investing 238

Investing Investments Taxes Portfolio 238

Nerd's Eye View

OCTOBER 23, 2024

Though in practice, while a 1% AUM fee is a common 'starting point' in the industry, the actual fee structure can vary based on the firm's approach; for example, some firms may reduce the fee for high-net-worth clients, or charge an additional fee for separate and additional services (from deeper financial planning to add-ons like tax preparation).

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