Strive’s Post

Don’t miss the chance to take advantage of tax-loss harvesting opportunities like this. Strive Direct Indexing, powered by Vestmark Vast™, offers intraday tax-loss harvesting, asset customization, and tax-efficient transitions, while also providing pro-shareholder voting and engagement coverage from our in-house corporate governance team. Learn more about Strive Direct Indexing: https://lnkd.in/gEDWZfH2 Advisors with questions, including ideal clients for Strive Direct Indexing, can reach out directly to ir@strive.com. There is no guarantee objectives will be met. All investing involves risk, including the loss of principal.

Strive Direct Indexing, powered by Vestmark Vast™, offers intraday tax-loss harvesting, asset customization, and tax-efficient transitions, while also providing pro-shareholder voting and engagement coverage from our in-house corporate governance team. Read our press release to learn more about the news: https://lnkd.in/ge4ZeRn6 Advisors with questions about Strive Direct Indexing, including which of their clients might be best suited for the solution, can reach out directly to ir@strive.com. There is no guarantee objectives will be met. All investing involves risk, including the loss of principal.

User Spotlight: Learn how Bardin Hill reduced end-of-day processes by over an hour by managing all investment types and asset classes with #SSNCTech's #EzeOMS. https://ow.ly/S2El30sBAqr #SSNCEze

User Spotlight: Learn how Bardin Hill reduced end-of-day processes by over an hour by managing all investment types and asset classes with #SSNCTech's #EzeOMS. https://ow.ly/9M2r30sBCwl #SSNCEze

User Spotlight: Learn how Bardin Hill reduced end-of-day processes by over an hour by managing all investment types and asset classes with #SSNCTech's #EzeOMS. https://ow.ly/cnP830sBBH4 #SSNCEze

User Spotlight: Learn how Bardin Hill reduced end-of-day processes by over an hour by managing all investment types and asset classes with #SSNCTech's #EzeOMS. https://ow.ly/joxF30sBCuv #SSNCEze

User Spotlight: Learn how Bardin Hill reduced end-of-day processes by over an hour by managing all investment types and asset classes with #SSNCTech's #EzeOMS. https://ow.ly/wKS130sBJT3 #SSNCEze

User Spotlight: Learn how Bardin Hill reduced end-of-day processes by over an hour by managing all investment types and asset classes with #SSNCTech's #EzeOMS. https://ow.ly/5QV930sBAtA #SSNCEze

The goal of a total return approach (TRA) is to maximize total wealth while generating sufficient income to meet retirees’ real lifetime spending. In our experience, a TRA is a much more successful strategy than relying solely on either dividend-producing stocks or interest-bearing bonds to meet cash flow needs. https://lnkd.in/gdJXDGk7 Vista Capital Partners Rob Greenman Alex Canellopoulos, CFA Vanessa DeHaan, CFP®, CPA #income #retirement #cashflow #portfolios #investing #totalreturn #cb

While other agencies fret about the size and clout of #indexfunds, a deeper review is playing out at the Federal Energy Regulatory Commission which oversees utility ownership. In this week's Reuters News Agency #SustainableFinance newsletter I took a look at the suggestion of several state ratepayer advocates who urge limits on investment firms that want to buy big utility stakes like giving up their proxy votes and their engagement channels with companies, as a way to ensure passive ownership. It's a stronger take on concepts that Vanguard has floated that would also reduce investors' stewardship powers, though not by as much. Subscription link here - https://lnkd.in/eXwUEKwq