Tax Loss Harvesting Is No Longer Just for the Ultra Wealthy
Ultra high net worth investors have been using direct indexing to reduce their annual tax bill for years. But thanks to breakthroughs in technology and the ability to buy fractional shares, direct indexing has become more accessible.
Personalized Index Portfolios: Bespoke client portfolios at scale
Customization is increasingly important across a number of industries. For advisors, the ability to create personalized portfolios that can meet the specific demands and preferences for investors is going to be vital. Join the professionals at Envestnet and VettaFi as they unpack the latest in direct indexing innovation.
Moving Averages: S&P Finishes August Down 1.7%
Valid until the market close on September 30, 2023
The S&P 500 closed August with a monthly loss of 1.71%, after a gain of 3.22% in July. At this point, after close on the last day of the month, two of five Ivy portfolio ETFs — iShares 7-10 Year Treasury Bond ETF (IEF) and Vanguard Real Estate ETF (VNQ)— is signaling "cash", up from last month's single "cash" signal.
Know Your Options: Protective Puts
Increasingly more advisors and investors are discovering the benefits of options strategies in their portfolios. There is great value in understanding and utilizing options strategies with the range of benefits they can provide portfolios, including protective puts.