Capital gains

Advisor Upside

Long-Short SMAs Aim to Keep the Tax Losses Flowing

Photo by James Baltz via Unsplash

It’s become harder for direct-indexing strategies to generate the tax losses that underpin much of SMAs’ appeal.

2 min read

Advisor Upside

How to Find Investing Insights from Tax Returns

Tax alpha is critical and building tax-efficient portfolios and strategies is a better way to add alpha than trying to beat the market.

4 min read
Photo by TravelingOtter via CC BY-SA 2.0

Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read

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