A Look at Tax Aware Strategies

Most investors focus on their return, but the number that may matter most is what they actually keep after taxes. David and Brandon walk through three strategies for taxable accounts that may help with that: direct indexing, tax loss harvesting, and securities-backed lending. They explain how each one works, how all three can stack together, and why these strategies, once used primarily by ultra-wealthy families, are becoming more accessible to everyday investors through technology. The examples used in this episode are hypothetical and for illustrative purposes only. They do not represent actual client experiences or guarantee any specific outcome. This episode is for informational purposes only and should not be considered individualized tax, legal, or investment advice. Please consult your financial advisor, tax professional, or legal professional before making decisions about your retirement or investment strategy.