--- title: GeoWealth Blog | Trading description: Trading | Blogs, insights, and educational materials from GeoWealth for Financial Advisors. image: https://blog.geowealth.com/hubfs/Blog%20Graphics/BLOG.png --- [Go Back Up](https://blog.geowealth.com/tag/trading#top) [Skip to Content](https://blog.geowealth.com/tag/trading#body) [![2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=240&height=36&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled")](https://geowealth.com/) Toggle Menu - [About](https://geowealth.com/about-us/) Toggle children for About Main Menu (Press to Return) > About - [About Us](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [News & Press](https://geowealth.com/news/) - [Who We Serve](https://geowealth.com/who-we-serve/) - [Partners](https://geowealth.com/partners/) - [Careers](https://geowealth.com/careers/) - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) Toggle children for Services & Support Main Menu (Press to Return) > Services & Support - [Services & Support](https://geowealth.com/services-and-support/) - [Advisor Training](https://geowealth.com/training-support-for-advisors/) - [Resources](https://geowealth.com/resources/) Toggle children for Resources Main Menu (Press to Return) > Resources - [Insights](https://geowealth.com/resources/) - [Case Studies](https://geowealth.com/case-studies/) - [Blog](https://blog.geowealth.com) - [Contact](https://geowealth.com/contact-us/) Toggle children for Contact Main Menu (Press to Return) > Contact - [Schedule a Demo](https://geowealth.com/schedule-a-demo) - [Request Pricing](https://geowealth.com/request-pricing-proposal/) - [Contact Us](https://geowealth.com/contact-us/) - [Schedule a Demo](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLICRhSn3LSjS4r1zuxBd4ewyvc6Aw9ROoSL%2Fi9R3CYXa3o6E1B4QHrf9ucM2PiOLN4knE9GfvlBYHutiezpOM7%2FR2pdbttZE4GKMYULGMVOdKPAcGnvTI%2BncZGaW9NAkB5jFgioMR74l8J5NCCpBWwzZcG6jLKLSNgcc8MXyEUfrVcA6CwKVvg%3D&webInteractiveContentId=123635498498&portalId=7742095) ## Trading [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D5.png)](https://blog.geowealth.com/rebalancing) #### [Portfolio Rebalancing: How & Why](https://blog.geowealth.com/rebalancing) Tracking Back to Target Portfolio rebalancing is the process of buying and selling portfolio holding... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D.png)](https://blog.geowealth.com/understanding_direct_indexing) #### [Understanding Direct Indexing](https://blog.geowealth.com/understanding_direct_indexing) Personalizing Exposures Direct indexing is a way to create a broadly diversified portfolio of indivi... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D10.png)](https://blog.geowealth.com/dollar-cost-averaging) #### [When Dollar Cost Averaging Makes Sense](https://blog.geowealth.com/dollar-cost-averaging) Strategically Deploying Your Capital If you have a lump sum that you wish to invest, you have a choi... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D2.png)](https://blog.geowealth.com/tax-loss_harvesting) #### [What is Tax-Loss Harvesting?](https://blog.geowealth.com/tax-loss_harvesting) Optimizing Your Tax Efficiency Tax-loss harvesting involves intentionally taking a loss by selling a... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/Blog%20Email%20Header%20Images.png)](https://blog.geowealth.com/3-reasons-advisors-should-use-a-tamp-to-invest-in-umas) #### [3 Reasons Advisors Should Use a TAMP to Invest in UMAs](https://blog.geowealth.com/3-reasons-advisors-should-use-a-tamp-to-invest-in-umas) UMAs for RIAs Unified Managed Accounts offer a host of benefits to investment advisors and their end... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images%5D3.png)](https://blog.geowealth.com/understanding_tax_alpha) #### [How To Calculate Your Tax Alpha](https://blog.geowealth.com/understanding_tax_alpha) Understanding Tax Alpha Tax alpha measures the benefits of decisions made by a portfolio manager tha... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+9.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-6) #### [The Power of Sleeving](https://blog.geowealth.com/from-the-desk-of-the-coo-part-6) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images4.png)](https://blog.geowealth.com/4-time-wasting-mistakes-that-limit-your-firms-growth) #### [4 Time-Wasting Mistakes That Limit Your Firm's Growth](https://blog.geowealth.com/4-time-wasting-mistakes-that-limit-your-firms-growth) Common Pitfalls to Avoid The financial advice industry is a highly competitive and complex landscape... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----9.png)](https://blog.geowealth.com/advisor-insights-operational-and-growth-trends-and-challenges) #### [Advisor Insights: Operational and Growth Trends and Challenges in the Independent RIA Space](https://blog.geowealth.com/advisor-insights-operational-and-growth-trends-and-challenges) Keeping up with the industry There’s no denying the rapid evolution of the financial services indust... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+6.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-5) #### [In-house vs. Outsourced Middle Office Operations](https://blog.geowealth.com/from-the-desk-of-the-coo-part-5) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+7.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-4) #### [The Evolution of RIA Operations](https://blog.geowealth.com/from-the-desk-of-the-coo-part-4) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images+3.png)](https://blog.geowealth.com/from-the-desk-of-the-coo-part-3) #### [3 Operational Risk Factors Creating Liabilities for RIAs](https://blog.geowealth.com/from-the-desk-of-the-coo-part-3) Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-41.png)](https://blog.geowealth.com/maximize-value-by-decreasing-fixed-costs) #### [Maximize Firm Value by Decreasing Fixed Operational Costs](https://blog.geowealth.com/maximize-value-by-decreasing-fixed-costs) Measure your RIA's growth the right way Because it’s directly correlated to revenue, total AUM is th... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-26.png)](https://blog.geowealth.com/why-outsourced-trading-makes-dollars-and-cents) #### [Why Outsourced Trading Makes Dollars and Cents](https://blog.geowealth.com/why-outsourced-trading-makes-dollars-and-cents) Why you should consider handing trading off to a TAMP Why did you become an independent advisor? The... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images----.png)](https://blog.geowealth.com/find-freedom-by-outsourcing-your-back-office-functions) #### [Find Freedom by Outsourcing Your Back Office Functions](https://blog.geowealth.com/find-freedom-by-outsourcing-your-back-office-functions) Getting Over the Hurdles Many advisors recognize the value of partnering with a TAMP to provide clie... [![](https://blog.geowealth.com/hubfs/Blog%20Graphics/2025%20Blog%20Header%20Images/Blog%20Email%20Header%20Images-20.png)](https://blog.geowealth.com/why-investment-flexibility-matters) #### [Shouldn't the Advisor Be In Control? Why Investment Flexibility Matters.](https://blog.geowealth.com/why-investment-flexibility-matters) Giving Advisors Room to Roam As a Registered Investment Advisor (RIA), much of your clients' satisfa... Explore additional blog articles: # *Thought Leadership* What We're Thinking About. Whether you’re a firm with two people or two hundred people on staff, GeoWealth has tools and resources to help you along your growth journey. ### Posts by Topic - [Breaking Away (20)](https://blog.geowealth.com/tag/breaking-away) - [Case Studies & Interviews (32)](https://blog.geowealth.com/tag/case-studies-interviews) - [Client Experience (22)](https://blog.geowealth.com/tag/client-experience) - [Fees & Expenses (14)](https://blog.geowealth.com/tag/fees-expenses) - [Independent RIA (30)](https://blog.geowealth.com/tag/independent-ria) - [Investment Management (23)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (11)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (15)](https://blog.geowealth.com/tag/operations-back-office) - [Practice Management (22)](https://blog.geowealth.com/tag/practice-management) - [RIA Marketing (10)](https://blog.geowealth.com/tag/ria-marketing) - [Scale & Efficiency (37)](https://blog.geowealth.com/tag/scale-efficiency) - [TAMP & Technology (38)](https://blog.geowealth.com/tag/tamp-technology) - [Trading (16)](https://blog.geowealth.com/tag/trading) ![Phone in hand](https://blog.geowealth.com/hs-fs/hubfs/Platform%20Screens/Phone%20in%20hand.png?width=1080&height=1080&name=Phone%20in%20hand.png) Modern TAMP for Modern RIAs ## Get Powered by GeoWealth   We’ll be your partner and consultant as you launch a new business, or seek to upgrade the operations of your current practice. 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