Beyond the 60/40 portfolio For HNW investors, the traditional 60/40 portfolio no longer offers the d...
New Strategies & Strategists: Q3 2025
New Strategies & Strategists: Q2 2025
Tracking Back to Target Portfolio rebalancing is the process of buying and selling portfolio holding...
Personalizing Exposures Direct indexing is a way to create a broadly diversified portfolio of indivi...
Strategically Deploying Your Capital If you have a lump sum that you wish to invest, you have a choi...
Optimizing Your Tax Efficiency Tax-loss harvesting involves intentionally taking a loss by selling a...
New Strategies & Strategists: Q1 2025
Should Gold Be a Part of Your Portfolio? Gold is beautiful to look at and has a rich history, but do...
Finding Scale Through Outsourcing As your firm grows, you’ll inevitably come to a critical crossroad...
Evaluating the Right Option for Your Firm Recent studies have shown that outsourcing investment mana...
UMAs for RIAs Unified Managed Accounts offer a host of benefits to investment advisors and their end...
Understanding Tax Alpha Tax alpha measures the benefits of decisions made by a portfolio manager tha...
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chie...
Common Pitfalls to Avoid The financial advice industry is a highly competitive and complex landscape...
Keeping up with the industry There’s no denying the rapid evolution of the financial services indust...
