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Contact Us

Navigating Volatility to Generate Tax Alpha

Date: Thursday May 14, 2020

Please note: For financial professionals only, business e-mail address is required in order to log in.

Join Robert  Holderith, CEO and Brian Jacobs, President, in a detailed discussion of optimizing tax-beneficial investing for clients using a solution built with low-cost, liquid, name-brand passive ETFs.

Click Here to Access a Re-broadcast.

The Purest Form of Alpha
The Economic Value of Harvesting Tax Benefits with Passive ETFs

Date: Thursday September 20, 2018

Time: 4:00PM EST

Please note: For financial professionals only, business e-mail address is required in order to log in.

This one hour program is designed for financial advisors and tax professionals seeking a detailed discussion of strategies to improve the after-tax performance for investors that own passive indices.  The total number of ETFs in the U.S. now exceeds 2,200 which provides a broad and deep “tool kit” for building tax efficient portfolios. We will discuss how to generate tax alpha by using sector ETFs to replicate the S&P 500 and simultaneously harvest tax losses throughout the calendar year.

Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA® and CPWA® certifications.

Click Here to Listen to a Re-Broadcast

Loss Harvesting 2.0:
Improving After-Tax Outcomes for Wealthy Clients

Date: Thursday April 26, 2018

Please note: For financial professionals only, business e-mail address is required in order to log in.