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Just as online shopping gives consumers access to the best Black Friday deals without the need to awaken before dawn, systematic tax-loss harvesting enables investors to realize the best opportunities to harvest losses throughout the year without concern that thin, end-of-year markets will impact a portfolio’s yield and risk profile. While th...

The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give back to social causes, reprioritizing how and where they invest, and going beyond financial contributions to direct both time and talent to their philan...

The blockchain/crypto space continues to evolve at a blistering pace, with bitcoin reaching an all-time high of $65k in mid-April up from its $29k price at the beginning of 2021. The growth was fueled by a number of converging factors and game-changing developments in the crypto space. In addition to a crypto market update, this year-in-review repo...

The crypto landscape is constantly shifting and blockchain’s real value is almost impossible to assess. Despite the skepticism and confusion, this might be one of the most intriguing social and financial experiments of our lifetime. We examine crypto through a venture capital investment lens where most of these endeavors will fail but a small numbe...

If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.

Drivers of the deal flow—from exits to succession planning to anticipated capital gains tax increases—are higher across the board, signaling a voracity for deals. At the same time, fund managers are moving faster to deal close but are seeing more risk exposure uncovered during due diligence, a major challenge to getting deals done. This...

The innovation economy continues its record-breaking performance despite ongoing challenges posed by the COVID-19 pandemic. Venture fundraising, investment, and exits are all on pace to shatter last year’s records. Fundraising continues to tick up, buoyed by mega funds that are coming back to market quicker than ever. While the tech economy m...

How can investors navigate the turbulent waters of municipal-bond credit-risk spread? The answer may be: “Wait and see.”

Selecting the right investment vehicle often receives less attention than the other more known investment principles such as the value of diversification. Broadly speaking, investors can access four types of investment vehicles—including separately managed accounts—to avert making a wrong decision that can saddle a family with unexpected taxes, inc...

Municipal bonds had a turbulent third quarter. But did the sharp rise in yields (and corresponding drop in prices) cause investors to overreact?

There is a growing awareness that investment-grade corporate bond investors can use the same environmental, social, and governance (ESG) metrics popular in equity portfolios. Though in its early stages, this awareness is leading to rapid growth in socially responsible bond investing. By incorporating ESG, bond investors may achieve superior risk mi...

With the frequency and damage of weather-related events continuing to rise, now is the time for municipal bond investors to assess and mitigate the climate risk. Along with other measures to take, the risk assessment should include whether the municipality has enacted any resiliency plans to combat risks from weather-related events.

This year has made it abundantly clear that investing in China carries risk. How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out exposure.

As families and family offices build their investment portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. However, building a portfolio that incorporates both PE and VC investments is not straightforward. It requires skill and discipline. By looking at 2020 when private investments ...

Near-term inflation concerns have raised investor interest in real assets. While core real estate offers a steady foundation for a diversified real assets portfolio, infrastructure can serve as a high-quality complement that can help protect against inflation and benefit total return.