Investments & Wealth Review - November/December 2025

Tax-Action Before Taxation: Wealth Advisory and the Matter of Tax

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Explore how today’s wealth advisors are integrating tax, estate, and gifting strategies to deliver more holistic, client-centered financial planning. 

 

Inside This Issue

  • Reading Between the Lines: Form 1040 and the Wealth Plan

  • Tax-Aware Investing in the Balanced Portfolio

  • Beyond Direct Indexing: Truths and Myths of Tax-Loss Harvesting

  • To Roth or Not to Roth

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About Investments & Wealth Review

Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.