Recent Whitepapers | Whitepapers Archive | Market and Economic Outlook
September 2023
Benefits Of Personalized Indexing: Improve After-tax Investment Outcomes For Your Clients
Personalized indexing with daily scanning for tax-loss harvesting opportunities could boost your clients’ after-tax returns. This white paper explains which of your clients are likely to benefit from personalized indexing and why. You’ll also find a decision tree to help you decide when to use personalized indexing versus ETFs and mutual funds, and how much of a given client’s portfolio to allocate to each strategy.
