Tax Loss Harvesting


Monthly Income Generation in Today’s Volatile Markets

Interest rate volatility and inflationary pressures have continued to challenge income seeking investors. Rates may have topped out and where we’ll go from here remains to be seen. That’s why it’s important to understand where income opportunities may lie in our current markets while planning for the future. In this upcoming webcast you’ll hear from a fellow advisor who’s navigating these challenges for his clients, as well as from a fund manager that’ll outline factors to consider when evaluating income-focused investments.We invite you to join the experts at NEOS Investments and VettaFi as they highlight tax-efficient monthly income strategies across core portfolio exposures that may offer a compelling addition or alternative to current client allocations.


The Case for Non-U.S. Allocations

At of the start of this year, Rick Pitcairn took on a new position as the chief global strategist at Pitcairn, a 100-year-old multi-family office with $7bn in client assets. In this position, he is focusing on macro-economic trends and is searching for new global initiatives that will add to the firm’s growth.

Rick recently journeyed to India where he met with some of the wealthiest local families to discuss multi-generational wealth transfer. He saw that people all around the world want the same things, including economic security and a safe environment to raise their children. But the investing and business environments differ significantly. Rick knows that U.S. investors have a home bias, but he saw substantial economic growth is happening outside our borders. Rick is here to discuss if an international allocation appropriate or too risky.