Given the current market volatility, it's natural to have questions or concerns. It can be challenging to remain focused and confident in your financial strategy. We're here to help support and guide you through these challenging periods.
Watch our most recent volatility video where we highlight key points to keep in mind during these turbulent times.
We're always looking for opportunities to bring tax-efficient solutions to our clients. One of those ways is through direct indexing. Direct indexing offers some strategy customization and provides the ability to take advantage of tax-loss harvesting.
The videos on this page are produced and distributed by Orion Portfolio Solutions, a third-party asset management relationship used by Prospera Investment Advisors, and reflect the opinions and analysis of Orion Portfolio Solutions as of the date recorded — not the personal views of Chad Heberly or Prospera Investment Advisors. This commentary is for general informational and educational purposes only and does not constitute individualized investment, tax, or legal advice. References to strategies such as direct indexing and tax-loss harvesting describe general concepts only; potential tax benefits depend on each client's individual circumstances, are not guaranteed, and may not be suitable for every investor. Direct indexing may involve additional costs, complexity, and tracking differences compared to pooled investment vehicles such as mutual funds or ETFs. Discuss your specific situation with Chad Heberly and your own tax advisor before acting on any strategy discussed in these videos.
Schedule a meeting to discuss your portfolio and how current conditions affect your strategy.