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DOT-COM VS AI: WHAT’S REALLY DIFFERENT THIS TIME?

Leave a Comment / Institutional, Private

In this 9-minute conversation, CooksonPeirce Co-Chairmen Dan and Bruce reflect on their experience navigating the late-1990s tech boom to compare today’s excitement around artificial intelligence. They discuss what feels familiar, what’s fundamentally different, and why innovation alone doesn’t signal speculation—offering perspective on how market narratives can influence disciplined investing. Materials discussed are meant for informational […]

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The Ultimate Guide to Tax Loss Harvesting

Institutional, Private, Uncategorized

In this article, we’ll explore… Investing is about numbers, not guesswork. At its core, successful wealth management seeks to maximize returns while minimizing risks and costs—including taxes. One powerful tool to achieve this is tax loss harvesting, a strategy that can enhance after-tax returns without altering your portfolio’s overall investment strategy. In this guide, we’ll

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Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach

Institutional, Private, Uncategorized

In this article, we’ll explore… Direct Indexing’s Prominence in 2025: It’s a leading trend in Wealth Management, with assets projected to reach $800 billion by 2026 [Cerulli, 2024], driven by its tax efficiency and customization capabilities—a key focus for advisors. Tax Loss Harvesting’s Significant Value: This strategy enables annual tax reductions, enhancing after-tax returns by

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