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The Ultimate Guide to Tax Loss Harvesting

Institutional, Private, Uncategorized

In this article, we’ll explore… Tax Loss Harvesting Fundamentals: How selling securities at a loss to offset gains can reduce tax liability, boost after-tax returns, and maintain portfolio objectives through strategic reinvestment. Key Benefits and Application: Year-round opportunities to preserve capital, improve compounding, and create flexibility for rebalancing—especially in volatile markets. Risks and Compliance Considerations: Navigating […]

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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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Emotions During Divorce: How to Manage Their Energies

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By Joshua C. Beas, CISP, CDFA® Lead Advisor At CooksonPeirce Wealth Management, we know that emotions can erode an investor’s wealth — especially the emotions that occur during a divorce. Fear, greed, and impatience are driving factors that may contribute to irrational, and often regretful, financial decisions. As a Certified Divorce Financial Analyst (CDFA®), I

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IWD Spotlight: Robin Miller

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Since 2010, Robin Miller has been the proud steward of CooksonPeirce’s commitment to unbiased advice based on hard numbers.  As Chief Compliance Officer, Chief Financial Officer, a member of the Board of Directors and shareholder, Robin has risen through the male dominated worlds of finance and chief compliance officers. With over 30 years of experience

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2020 October Recap

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Materials discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

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