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    November 14, 2023 • 3 min read

    Tax Harvest Myths: Don’t direct index because… it creates too much change in the portfolio

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    Insights

    The industry’s standard measurement of tax-loss harvesting potential

    In recent years, the industry has seen an increased demand for tax-aware investment strategies, including using tax-loss harvesting as a means to pursuing improved financial outcomes. But often advisors struggle with how to quantify and explain that value to their clients.       As part of our continuing work toward becoming the industry standard for…

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    October 13, 2023 • 1 min read

    55ip wins the 2023 MMI/Barron’s Industry Award for Digital Innovation

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December 27, 2018 • 1 min read

2019 Predictions for Trends in Wealthtech From the Experts

by Gautam Sachdev

It’s that time of year, when we start thinking about what we can expect to see in trends for the New Year in the wealthtech sector. This time, we thought that rather than pontificating on what WE think will occur in 2019, we’d let the EXPERTS tell you themselves. To that end, we have asked…

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Copyright © 2023 55IP. All rights reserved

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The results shown in these materials are for illustrative purposes only and do not represent actual investment decisions.

The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes. Neither the U.S. Securities and Exchange Commission nor any state securities administrator has approved or disapproved, passed on, or endorsed, the merits of this document.

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