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It’s not just about “tax alpha”: 5 potential benefits of tax-loss harvesting for your 2022

Given the increasing importance of tax management, many advisors understand the basics when it comes to tax-loss harvesting. Yes, it’s about enhancing after-tax returns—or “tax alpha” as it’s often called—but there are other, less obvious benefits advisors should communicate to their clients to convey the full value of this…
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Volatility Brings Opportunity for Tax-Smart Investment Management

Watch Dennis Follmer, Head of Investments at 55ip, discuss how advisors can seize opportunities created by market volatility to better serve new and existing clients, transition them into updated strategies while managing their tax bill, and use losses created by market turmoil to further those portfolio transitions using tax-smart investment management tools—all executed simply and quickly with 55ip’s ActiveTax Technology®.