Investment decision support for growing private portfolios
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Browsing Tag
Advisors
37 posts
Content geared toward wealth managers, consultants, and professionals supporting private investors, from compliance to portfolio strategy.
Tax Day 2026: Key Dates & OBBBA Changes for Private Market Investors
Stay ahead of the 2026 tax season. Explore critical filing deadlines, liquidity shifts, and new OBBBA provisions, including QSBS tiers and EBITDA interest deductions.
The SEC Rewrites the Wells Playbook
SEC updates its Enforcement Manual, doubling Wells notice response time, mandating evidence disclosure, and requiring Director-level oversight.
Nasdaq Is Building the Scoreboard for Private Capital
Nasdaq recently launched rules-based Private Capital Indexes, leveraging eVestment’s $20T dataset. These NAV-weighted benchmarks provide institutional-grade transparency for private equity, debt, and real assets, formalizing performance tracking infrastructure.
The One Big Beautiful Bill Act and the Retiree Balance Sheet
The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.
Art as an Alternative Investment
More than a passion asset, art functions as a real asset alternative, offering diversification, value preservation, and distinct liquidity and planning dynamics within private portfolios.
When “Small” No Longer Means Small in Investment Management
The SEC proposes redefining small investment advisers by raising AUM thresholds, modernizing regulatory flexibility analysis, and reshaping compliance expectations for RIAs, investment companies, and independent advisory firms.
The One Big Beautiful Bill Act: Effects on Philanthropy
Analyze the One Big Beautiful Bill Act (OBBBA) impacts on philanthropy: navigating the AGI floor, benefit cap, QCD limits, and 2027 scholarship credits for optimized tax efficiency.
Annuities: How They Work, Where They Fit, and What to Watch
Annuities provide retirees a strategy for converting savings into reliable cash flow, addressing longevity and sequencing risks. Recent regulations enhance access, emphasizing their role in secure retirement income planning.
2026 Tax Planning: Stability and Key Adjustments for Private Investors
The OBBB Act ensures permanent QBI, low capital gains rates, and the high Estate Tax exemption. What investors should know heading into 2026.