Portfolio Rebalancing Using Derivatives: Futures Overlays

Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.

August 1, 2022 Mark J. Cintolo - Joseph Stein
The Case for Taxable Retirement Investing: Part 1

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.

February 8, 2022 Kevin Maeda
Asset Location Strategies

Smart tax planning starts with locating assets appropriately across taxable and tax-advantaged accounts to enhance after-tax returns.

January 27, 2022 Sean McDade
Quantifying the Value of a Tax Overlay: A Case Study

A review of the actual experience of applying tax management techniques to real-world portfolios that are diversified and actively managed.

December 2, 2021 Curt Overway
Direct Indexing: Understanding Potential Outcomes

While direct indexing offers tax planning and customization benefits, investors need to be comfortable with the potential for index tracking error.

November 17, 2021 Kevin Maeda
Integrated Portfolio Implementation®

Learn how overlay management allows advisors to combine SMAs, mutual funds, ETFs and other vehicles into a single tax-managed account or portfolio.

August 25, 2021 Curt Overway
Techniques for Harvesting Higher After-Tax Returns

Research shows that taxes can reduce returns by as much as 2% a year, but there are many ways to reduce the tax bite.

August 25, 2021 Curt Overway
Generate Better After-Tax Returns with Direct Indexing

Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.

August 19, 2021 Kevin Maeda
Direct Indexing Solutions for Tax-Efficient Diversification

Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.

April 3, 2020 Kevin Maeda
Tax-Efficient Portfolio Transitions Using Direct Indexing

Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.

March 26, 2020 Kevin Maeda
Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

March 6, 2020 Kevin Maeda