Insights

Navigate any market with The BEAT™, your source for key insights and strategies across Bonds, Equities, Alternatives and Taxes.

If you’re not sure what direct indexing means, you’re not alone. Even after the recent growth, direct indexing remains relatively unknown. As our risk review team never fails to remind us…

Tax season creates a natural opportunity to engage prospective clients—not by selling products, but by demonstrating foresight, coordination, and value…

Summary: Investors in alternative investments—and the advisors who guide them—need to carefully assess the many tax considerations that can materially…

As investor expectations evolve, and tax awareness becomes more central to portfolio construction, active tax management has emerged as a…

In our view, 2025 reinforced a familiar conclusion that tax management remains as relevant as ever, even though tax policy…

Equity markets have delivered strong returns in recent years, leaving many investors with substantial unrealized gains across their portfolios. Let’s…

Another strong year for US equities in 2025 reminds us that tax loss harvesting has the potential to contribute substantial…

The path of yields in 2025 created meaningful opportunities for tax-aware fixed income investors—but only for those positioned to act…

Portfolio customization and tax management were once reserved for a financial advisor’s wealthiest clients. That era is ending. Tax efficiency…

In today’s complex financial landscape, taxable US institutions face unique challenges in balancing their investment objectives with tax efficiency. They…

As wealth continues to grow along with soaring equity markets, and technology enables customization and choices once reserved for a…

At year-end, investors often review portfolios, rebalance allocations and plan for taxes. This is also a good time to update…

As the year winds down, many investors focus on year-end charitable giving and tax planning. Finding a charity and donating…

Federal government shutdowns have historically had limited direct impact on the municipal bond market. Shutdowns are typically brief and cause…

If an investor has ever asked “Can you help me pay less in taxes?” then you’re not alone. According to…

Separately managed accounts, paired with systematic tax management, had the power to capture losses in the third quarter—even when the…

Managing director of product management Emily Gray, CFA, sits down with InvestmentNews anchor Gregg Greenberg to highlight the potential advantages…

Higher yields earlier in the year opened a window for meaningful tax loss harvesting. Investors who acted captured valuable tax…

Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management…

A common challenge many investors face is the accumulation of a single stock that makes up a disproportionate share of…

Wealth Strategies Group co-head Brian Smith joins Ben to discuss the impact of taxes on client portfolios. Find out how…

Discover how the One Big Beautiful Bill Act (OBBBA) may impact the municipal bond market, and find out which institutions…

For many investors, taxes are a larger drag on performance than fees or trading costs and can prevent or delay…

For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to…

The One Big Beautiful Bill Act, which was signed into law on July 4 after significant controversy and wrangling in…

With the One Big Beautiful Bill Act signed into law on July 4, we now have far more clarity regarding…