Tax-managed SMAs are still a best practice despite possible tax cuts
While we can't foresee what the next four years may bring, we know that one thing under our control is the disciplined deferral of gains and routine harvesting of losses.
An adviser’s touch can improve tax aware investing
Robo-advisers can miss key details when planning for high-net-worth investors.
The capital gains vacation is coming to an end
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.