What’s A Direct Indexing Strategy?

What’s A Direct Indexing Strategy?

Direct Indexing – Your Top 6 Questions Answered   What is it? Direct indexing is an investment strategy where an investor tracks the performance of a specific index with two goals in mind: Track the return of the index. Generate “tax alpha.” This is...
Social Security Strategies

Social Security Strategies

Want to figure out how to milk every last drop? Social Security as Longevity Insurance By 2033, the Social Security Administrations (SSA) estimates a benefit shortfall of about 24%. While it seems unlikely the SSA will eliminate the benefit, it may be prudent to plan...
529 Plans: Top 10 Considerations

529 Plans: Top 10 Considerations

Before we get into the Top 10 Considerations (& Mistakes) for 529 Plans, let’s start with the basics. Why are 529 Plans so popular? There is no income limit to contribute. Take advantage of an opportunity for an income tax exemption. There is no tax on the...
Are You Charitably Inclined?

Are You Charitably Inclined?

If you’re charitably inclined, let’s make sure you’re tax-efficient in the process. Until the SALT $10K cap is repealed, you may not be reaping the full benefit of your charitable gifts. On the other hand, it’s not advisable to gift to charity only for the tax...
Our View of the Markets

Our View of the Markets

Overwhelmed with differing market views and economic outlooks?  Us too. Headline noise aside, here are some items worth noting with respect to our view of the markets. Current Valuation Themes Over-Valued: US Housing, Cryptocurrency, Lumber, Growth Stocks...