Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha December 8, 2025
Quarterly Review & Market Outlook – 4th Quarter 2025 Written by Clay McDaniel, CFA® on January 22, 2026
Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha Written by Jim Brown, CFA®, MBA, Senior Investment Strategist at Waverly Advisors, LLC | Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP®, Partner, Wealth Advisor on December 8, 2025
Quarterly Review & Market Outlook – 4th Quarter 2025 Written by Clay McDaniel, CFA® on January 22, 2026 View
Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha Written by Jim Brown, CFA®, MBA, Senior Investment Strategist at Waverly Advisors, LLC | Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP®, Partner, Wealth Advisor on December 8, 2025 View
Inheritance and Tax Planning: The Changing Landscape of Qualified Opportunity Zones Written by Steven M. Gronceski CFP®, AIF®, Partner, Wealth Advisor on December 8, 2025 View
Inheritance & Tax Planning: The Changing Landscape of Trusts & Estates Written by Becky Hoover, CFP®, CPA, CDFA®, Partner, Wealth Advisor, Director of Financial Planning on November 10, 2025 View
Quarterly Review & Market Outlook – 3rd Quarter 2025 Written by Clay McDaniel, CFA® on October 7, 2025 View
Moving From a High Tax State to a Low or No Tax State Written by Richard Bell CFP® Partner, Regional Director, Wealth Advisor on September 16, 2025 View
7 Financial Questions Physicians & Healthcare Professionals Should be Asking… But Rarely Do Written by Wesley Martin CFP® Associate Wealth Advisor on September 16, 2025 View
Key Tax Provisions in the One Big Beautiful Bill Act Written by Lisa M. Wood, CPA, MT Tax Director on September 12, 2025 View
Preserving Family Wealth While Navigating a Divorce Written by Becky Hoover, CFP®, CPA, CDFA® - Partner, Wealth Advisor and Director of Financial Planning on August 12, 2025 View
From Headlines to Headwinds: Written by Edward L. Carlisle, CFP®, JD, Partner, Wealth Advisor on July 24, 2025 View
Quarterly Review & Market Outlook – 2nd Quarter 2025 Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on July 14, 2025 View
