Our very own Mo Al Adham and James Neufeld are hosting a webinar on March 14th about all things direct indexing. Learn how tax loss harvesting with direct indexing can get you index-like performance while lowering your tax bill. We'll discuss how the strategy compares to ETFs and mutual funds, why it's now available to more investors, and answer any questions you might have. Register 👇 https://lu.ma/4u2tfaie
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Financial Advisor | CERTIFIED FINANCIAL PLANNER ™ | President at The Pitti Group Wealth Management
In the dynamic world of finance and investment, the adage "it's not how much you make, but how much you keep" stands as a fundamental principle guiding savvy investors. While many focus solely on maximizing returns, seasoned investors understand that protecting capital and minimizing losses are equally—if not more—important. This approach emphasizes strategies that prioritize capital preservation, downside protection, and tax efficiency. One effective tool in achieving these objectives is the use of Buffered ETFs, complemented by a keen understanding of tax benefits. The Importance of Capital Preservation Click to read more: https://lnkd.in/evkmShKy
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Big thanks to the First Trust and Vest Financial team for last week's insightful session on the power of direct indexing and buffer ETFs. We’re excited to explore new strategies for enhancing client portfolios! Direct indexing offers various tax optimization techniques that can enhance after‐tax returns compared to traditional index investing. These techniques may help investors minimize tax liabilities and improve overall investment performance on an after‐tax basis. Buffer ETFs are designed to help investors maintain a limited buffer in down markets while taking advantage of growth opportunities (up to a cap) in up markets. To learn more about these strategies and how they can help your portfolio, contact us today!
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In the dynamic world of finance and investment, the adage "it's not how much you make, but how much you keep" stands as a fundamental principle guiding savvy investors. While many focus solely on maximizing returns, seasoned investors understand that protecting capital and minimizing losses are equally—if not more—important. This approach emphasizes strategies that prioritize capital preservation, downside protection, and tax efficiency. One effective tool in achieving these objectives is the use of Buffered ETFs, complemented by a keen understanding of tax benefits. The Importance of Capital Preservation Click to read more: https://lnkd.in/eVTEtVPX
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In the dynamic world of finance and investment, the adage "it's not how much you make, but how much you keep" stands as a fundamental principle guiding savvy investors. While many focus solely on maximizing returns, seasoned investors understand that protecting capital and minimizing losses are equally—if not more—important. This approach emphasizes strategies that prioritize capital preservation, downside protection, and tax efficiency. One effective tool in achieving these objectives is the use of Buffered ETFs, complemented by a keen understanding of tax benefits. The Importance of Capital Preservation Click to read more: https://lnkd.in/ekFAcW_a
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As we approach capital gains distributions from funds, it is crucial for advisors to understand how to build tax-advantaged portfolios to meet their clients’ needs. In our upcoming RIA First Friday webinar, we will focus on how advisors can help safeguard their clients’ portfolios. My colleague Brad Zucker, Senior Product Strategist, will discuss how advisors can analyze and plan for capital gains and potential tax consequences in portfolios. Additionally, Jay Jacobs, U.S. Head of Thematics and Active ETFs, will dive into active ETF trends and their potential to address tax implications. RSVP for the call to discover strategies and best practices that can potentially help your clients keep more of what they earn -> https://lnkd.in/dUzjPSYJ. #taxes #investing
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If you’re seeking new ways to make portfolios more tax efficient, it’s time to consider ETFs, which offer several tax advantages over mutual funds. Explore our #GuideToETFs to learn more: https://bit.ly/3NGBty4
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Executive Director - Head of Americas ETF Platform Management at J.P. Morgan Asset Management
If you’re seeking new ways to make portfolios more tax efficient, it’s time to consider ETFs, which offer several tax advantages over mutual funds. Explore our #GuideToETFs to learn more: https://bit.ly/4f1YDe0
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Executive Director, Head of Wealth Management & ETF Sales Desks at J.P. Morgan Asset Management
If you’re seeking new ways to make portfolios more tax efficient, it’s time to consider ETFs, which offer several tax advantages over mutual funds. Explore our #GuideToETFs to learn more: https://bit.ly/4dKQoSB
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If you’re seeking new ways to make portfolios more tax efficient, it’s time to consider ETFs, which offer several tax advantages over mutual funds. Explore our #GuidetoETFs to learn more: http://spr.ly/6043UUHKU
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If you’re seeking new ways to make portfolios more tax efficient, it’s time to consider ETFs, which offer several tax advantages over mutual funds. Explore our #GuideToETFs to learn more: https://bit.ly/48mcEBh
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