As 2026 gets underway, high-income earners can still act on select 2025 tax strategies while planning ahead to reduce taxes, improve efficiency, and support long-term financial goals.

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Direct indexing is no longer a niche strategy; it has become a powerful, flexible tool for advisors looking to deliver tax-efficient personalized portfolios at scale. As client expectations rise and ...

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

Starting with the Inflation Reduction Act in 2022, the Internal Revenue Service started to feel it finally had the resources to start upgrading its antiquated technology systems, beef up enforcement ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. Tax year end symbol. Concept words Tax year end typed on ...

When people think about tax strategies, they tend to think of things like itemized deductions, charitable donations or maybe a well-timed retirement contribution. But for high-income earners or those ...