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 and Tax Planning: The Changing Landscape of Qualified Opportunity Zones Written by Steven M. Gronceski CFP®, AIF®, Partner, Wealth Advisor on December 8, 2025
