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
Tip for Investors: Controlling What You Can When Things Feel Out of Control Written by Gavin P. Gillison, CFP® on January 6, 2021 View
Don’t Let Short-term Circumstances Impact Long-term Planning Written by Joseph R. McNair, CFP®, JD, CPA on October 12, 2020 View
Tip for Investors: Take Time to Evaluate Your Risk Tolerance and Risk Capacity During the Pandemic Written by MaryPat Peeples on July 6, 2020 View
Tip for Investors: Know How Behavioral Biases Can Impact Investing Written by Justin Sly, CFA on April 3, 2019 View
Tip for Investors: Take Steps to Meet Your 2019 Financial Goals Written by David Foreman, CFP® on January 3, 2019 View
Investor’s Tip: Why You Need Retirement Goals Written by Gavin Gillison, CFP® on October 3, 2018 View
Investor’s Tip: The Trick to Great Retirement Planning for Your Generation Written by MaryPat Peeples, Financial Planning Associate on July 3, 2018 View
Tip for Investors: Think Slow When It Comes to Investment Expectations Written by Justin Sly, Investment Analyst on April 3, 2018 View
This Week’s Dow Decline and What it Means for Investors Written by John Cox, CFA, CAIA on February 2, 2018 View
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