Jeremy Milleson

How to Manage Taxes in Direct Indexing Portfolios

What does it mean to “manage” taxes? We explain the basics of tax-loss harvesting and other sources of potential tax savings.

Tax Loss Harvesting in a Straight Up Market

We believe it’s crucial to monitor direct indexing accounts regularly for tax loss harvesting opportunities.

How to Create a Personalized Portfolio with Direct Indexing

Direct indexing offers investors a wide array of approaches to personalize their portfolios. Discover how a systematic, rules-based strategy can help customize market exposure and align portfolios with investor values?

How Direct Indexing Can Make the Difference for Taxable Investors

Are your taxable clients leaving money on the table? See how direct indexing may help investors in higher brackets keep more of what they make.

Ins and Outs of Tax-Managed Charitable Giving

Here’s why we think it’s worth the effort to evaluate ways to maximize donations while reducing the burden of taxes.

Midyear Tax Outlook: Assessing the Tax Plans of US Presidential Candidates

With the 2024 campaign at the forefront of US consciousness, let’s assess the implications of tax policy proposals from both parties.

Four Ways to Manage Taxes as Loss-Harvesting Opportunities Fade

Here are some important tax management techniques for investors with appreciating portfolios.

Four Potential Solutions to Concentrated Stock Positions

Investors with concentrated stock positions have options to increase diversification and mitigate the tax burden.

What Is Direct Indexing?

If you’re not sure, you’re not alone. Get a quick primer on how this method of investing works, what its advantages are and which investors may see the greatest benefit.

Fine-Tuning Risk Management for Highly Volatile Stocks

How can investors manage risk in a volatile market driven by mega-cap stocks? Read why we think tax management needs to consider single-stock risk.

Preparing Now for Mutual Fund Distributions in 2024

Plan distributions now to reduce tax liabilities for the rest of 2024.

2024 Tax Outlook: Creeping Brackets and Tax Policy Dynamics

Shifting tax brackets and other policies can impact taxpaying investors. What do we see on the horizon?