Alternative investments can play a valuable role in a portfolio—but only when used with a clear purpose. This overview explores how alternatives may enhance returns, improve diversification, and support tax efficiency, while highlighting the risks, structures, and planning considerations investors should understand.
“Direct indexing offers investors a more customizable and tax-aware way to gain broad market exposure. By owning individual securities rather than a single fund, investors may create more opportunities for tax-loss harvesting, reduce concentrated positions over time, and tailor portfolios to their specific circumstances.
Equity markets in 2026 resemble a revolving door, with leadership regimes swinging wildly from small caps to value and then to growth equities. The rapid rotations we’ve witnessed over the past six months demonstrate the futility of attempting to time equity markets.
Stories, research, and reflections on how we spend our most important currency: TIME
Stories, research, and reflections on how we spend our most important currency: TIME
Stories, research, and reflections on how we spend our most important currency: TIME
Stories, research, and reflections on how we spend our most important currency: TIME
Stories, research, and reflections on how we spend our most important currency: TIME
The average investor has historically under-performed a broadly diversified portfolio dramatically. In fact, the average investor tends to under-perform even within asset classes. Why is that?
Stories, research, and reflections on how we spend our most important currency: TIME
