June 26, 2018

June 26, 2018

Strawberries

Our Community Gifts Committee announces this quarter’s support of a number of philanthropic causes, a Solutions Snapshop featuring a client story about the tax impact of different options, a new Investment Insight from Bruce – “I Married a Robot: How artificial intelligence will change our lives”, and more!

Recent Insights

A Differentiated Approach to Direct Indexing
Introduction We are big fans of ETFs. But our research shows that investors may see even better after-tax outcomes through direct indexing separately managed accounts (SMAs). The financial industry has also recognized this potential, and the marketing hype has reached a fever pitch. So we yet again must take a skeptical approach as we do […]
April 23, 2024
Ballentine Partners publishes first annual Stakeholder Report
We are proud to publish the first annual Stakeholder Report. This annual report underscores our firm’s impact on the industry and communities we are a part of. Please click here to read the report as a flipbook in Issuu.
April 22, 2024
Funding Private Investment Programs for Taxable Investors
Written by Ben Daly, CFA, CAIA, CFP®, Senior Investment Advisor and Ryan Bachur, CFA, Senior Portfolio Manager For over three generations of professional investment management, rules, guidelines, and heuristics were developed for endowments, foundations, pensions, and other tax-exempt institutions. They became the “law of the land,” ensconced in the investment and finance curricula taught around […]
April 9, 2024