Expanded eligibility to tax credits and higher subsidies to ACA plans have expired, increasing health care costs for many retirees. Help your clients understand how they can manage these challenges.

Direct indexing can provide performance and diversification like an index fund, while allowing your clients to customize their holdings and harvest losses for tax breaks. Learn which types of clients may benefit from adding direct indexing to their portfolio.

Long-short extension strategies are equity strategies that combine a diversified long portfolio with a short portfolio, typically resulting in 100% net equity market exposure. Help your clients understand the risks and opportunities to utilizing a long-short strategy.

A portfolio with concentrated stock should be managed carefully. Strategies do not have to be all-or-nothing but could be used in combination with an approach designed for each of your client’s unique situation, preferences, and concerns. Learn more about how to help your clients manage the risk of a concentrated stock position.

In the context of portfolio management, a strategic divestiture strategy is a disciplined, multi-year process for gradually reducing concentration risk and increasing diversification. Learn how a strategic divestiture strategy may benefit your clients’ portfolios.

Qualified Personal Residence Trusts (QPRTs) can pass future home appreciation to beneficiaries and ultimately remove the home from the grantor’s estate, potentially reducing estate taxes. Learn how your clients can place a home in a QPRT.

A directed trust can be a powerful tool for high-net-worth clients that allows for divided responsibility and expertise between trustees and directors, while limiting some of the fiduciary risk. Learn about when a directed trust may be the right choice for your clients.

This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2026. Learn more about the limits that may impact your clients in 2026.

Using charitable remainder trusts (CRT), high-net worth clients can support their favorite charities and generate an income stream for themselves or another beneficiary. Learn how your clients can be tax efficient with their charitable giving.