--- 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 (24)](https://blog.geowealth.com/tag/investment-management) - [Investor Education (13)](https://blog.geowealth.com/tag/investor-education) - [Market Commentary (12)](https://blog.geowealth.com/tag/market-commentary) - [Operations & Back Office (16)](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. Learn how your firm can benefit from outsourced back office services, turnkey investment solutions, and a modern advisor portal. [Overview of Solutions](https://geowealth.com/geowealth-overview-investments-technology-service/) Get Powered by GeoWealth. Schedule a Demo Today. [![Schedule a Demo](https://no-cache.hubspot.com/cta/default/7742095/8a023122-555e-481f-a634-e81497b6f22d.png)](https://cta-redirect.hubspot.com/cta/redirect/7742095/8a023122-555e-481f-a634-e81497b6f22d) [![GeoWealth](https://blog.geowealth.com/hs-fs/hubfs/Themes/2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png?width=280&height=42&name=2025-Trademarked-GeoWealth-Logo-White-Horizontal-300ppi-1-scaled.png "GeoWealth")](https://geowealth.com/) **PLATFORM** - [Advisor Technology](https://geowealth.com/advisor-technology/) - [Portfolio Solutions](https://geowealth.com/portfolio-solutions/) - [Services & Support](https://geowealth.com/services-and-support/) - [FAQs](https://geowealth.com/geowealth-faqs/) **COMPANY** - [About](https://geowealth.com/about-us/) - [Meet The Team](https://geowealth.com/meet-the-geowealth-team/) - [In The News](https://geowealth.com/news/) - [Resources](https://geowealth.com/resources/) **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/) GeoWealth is a registered trademark of GeoWealth, LLC  |  © All Rights Reserved  |  [Privacy Policies](https://geowealth.com/policies/)  |  [Form ADV](https://adviserinfo.sec.gov/firm/summary/148222)  |  Do Not Sell/Share My Personal Information [444 N. Michigan Ave, Suite 3150](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [Chicago, IL 60611](https://www.google.com/maps/place/444+N+Michigan+Ave+%233150,+Chicago,+IL+60611/data=!4m2!3m1!1s0x880e2cac187b80ef:0xdf1d2ccc39997b28?sa=X&ved=2ahUKEwj2graFpL_pAhVZXM0KHcKBBvEQ8gEwAHoECAoQAQ) [312.219.9160](tel:312-219-9160) [connect@geowealth.com](mailto:connect@geowealth.com) *Information presented is for informational and educational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Content is general in nature and should not be construed as personalized investment, legal, tax, or accounting advice. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Investment Advisory Services offered through GeoWealth, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Please consult appropriate professionals regarding your specific circumstances. Links to third-party websites are provided for convenience only; GeoWealth is not responsible for the content of external sites.*