Four Pillars of Industry Transformation

Published on September 9, 2024

Take advantage of the full menu of options when going independent.

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Direct Indexed Tax Loss Harvesting: Are the Benefits Worth the Fees?

September 9, 2024
In this article, we’re going to throw some cold water on the DI love-fest by explaining why most tax-sensitive investors would be better off with a simpler approach to tax loss harvesting.

A Bull Steepening Is Bearish for Stocks

September 9, 2024
Part one of this series described the burgeoning bull steepening yield curve environment and what it implies about economic growth and Fed policy. It also discussed the three other predominant types of yield curve shifts and what they suggest for the economy and Fed policy.