Beyond Index Funds: How Direct Indexing and AQR Flex Strategies May Unlock Tax Efficiency and After-Tax Alpha December 8, 2025
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
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
Mitigating the Impact of the SECURE ACT Written by Steven M. Gronceski, CFP®, AIF®, - Partner, Wealth Advisor on October 16, 2024 View
Understanding Medicare Open Enrollment: What You Need to Know Written by Ashlynne Husmann, CFP® - Wealth Advisor on October 16, 2024 View
Waverly Secure: Scams Targeting Investment Account Holders Written by Waverly IT Team on September 23, 2024 View
Are You a Business Owner or Have an LLC? Written by Brian M. Chustz, JD, AAMS® on August 14, 2024 View
WAVERLY SECURE – Safeguard Against Phishing Emails Written by Waverly IT Team on August 14, 2024 View
Quarterly Review & Market Outlook – 2nd Quarter 2024 Written by Clay McDaniel, CFA® & John B. Cox, CFA®, CAIA on July 17, 2024 View
Charitable Strategies to Consider Before Year-End Written by Ashley D. Tucker, CFP® on July 17, 2024 View
WAVERLY SECURE – 10 Tips to Protect Against Identity Theft Written by Waverly IT Team on July 17, 2024 View
