GeoWealth Blog | Jen Wing

Jen Wing

Jen Wing is GeoWealth's Chief Investment Officer and is the Head of our Investment Committee. Jen received her MBA (Masters in Business Administration) from The Wharton School at University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation.

Market Commentary: Tariff Special Edition

Navigating Tariffs & Inflation INSIGHTS FROM OUR INVESTMENT SOLUTIONS TEAM

Portfolio Rebalancing: How & Why

Tracking Back to Target Portfolio rebalancing is the process of buying and selling portfolio holding...

Understanding Direct Indexing

Personalizing Exposures Direct indexing is a way to create a broadly diversified portfolio of indivi...

When Dollar Cost Averaging Makes Sense

Strategically Deploying Your Capital If you have a lump sum that you wish to invest, you have a choi...

What is Tax-Loss Harvesting?

Optimizing Your Tax Efficiency Tax-loss harvesting involves intentionally taking a loss by selling a...

The Glitter of Gold in a Portfolio

Should Gold Be a Part of Your Portfolio? Gold is beautiful to look at and has a rich history, but do...

How To Calculate Your Tax Alpha

Understanding Tax Alpha Tax alpha measures the benefits of decisions made by a portfolio manager tha...

Modern TAMP for Modern RIAs

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