Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Tax-loss harvesting takes advantage of investment losses in your portfolio to offset capital gains. Depending on how your investments are performing, tax-loss harvesting could lower your taxes. If you ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...