A monthly column on the crypto markets and ETF/ETP flows, brought to you by CoinDesk Indices, Trackinsight and ETF Express. In this article, Joshua de Vos, Research Lead, CoinDesk, breaks down the conclusion of an extraordinary year for the digital asset industry, characterised by record-breaking bitcoin ETF activity, exceptional market performance, and significant regulatory milestones.
Since the goal of tax planning is to reduce lifetime tax liability, knowing when losses may not be as useful can aid in planning. Here are six times when harvested losses may be less beneficial to a taxpayer.
Brooklyn's innovative multi-asset direct indexing platform enables asset managers and independent RIAs to scale personalization and tax management across equities and fixed income within a single custodian account.
Strong outperformance has created heavy exposure in many domestic equity portfolios towards technology-related stocks. One way to address this bias could be to rebalance a portion of an investor’s holdings to track an index strategy with a quality focus.
What matters most to you in a client-advisor relationship? Does your firm have a mission and vision? What value do you provide for your clients—and how will you deliver it? How are you helping them meet their financial goals?
Syntax Data’s output includes back-tested performance, detailed statistical analysis, and an institutional-grade methodology document that provides total transparency into the investment process.
For investors seeking liquidity beyond conventional loans, a portfolio line of credit enables you to borrow against your investments, converting your portfolio (this includes your direct index) into a ready source of funds.
