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How Tax-Loss Harvesting and Direct Indexing Work Most diversified portfolios rely on Exchange-Traded Funds (ETFs) or mutual funds. For the majority of investors, the standard approach is straightforward: buy, hold, and pay the capital gains tax when the investment is eventually sold. However, for certain high-income brackets or specific portfolio structures, understanding the mechanics of […]
July 1, 2026
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If your company gives you Restricted Stock Units, there’s one thing you need to understand above everything else: when they vest, the full value of those shares is taxable income to you that year. Full stop. If you take one thing from this article, let it be that. Why Companies Use RSUs Companies that are […]
