The Great Wealth Transfer: An Existential Test for Advice (Natixis IM)
Over the next two decades, more than $84 trillion in assets will change hands as older individuals pass wealth to…
Private Wealth and Family Offices
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The Credit Market Lens: Oil Supply Shocks Don’t Age Well (PIMCO)
Markets may be pricing some relief for now, but the true measure of an oil shock is how long it endures.
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Building Better Portfolios with Active ETFs (New York Life Investment Management)
For high-net-worth investors, the expectations placed on a portfolio have changed. Income generation, tax…
Robbing Peter to Pay Paul: Another Look at Long/Short Direct Index Tax-Loss Harvesting (Elm)
The idea of diversifying without writing a check to the IRS is hard to ignore. This note walks through the…
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