As individuals and businesses navigate an increasingly complex financial landscape, tax strategies have become more critical than ever. With evolving regulations, potential legislative changes, and the importance of optimizing for long-term planning, effective tax management is taking center stage. But what opportunities can investors look out for amid this volatility? And how can investors use tools like tax-loss harvesting and direct indexing to maximize their portfolios?

On this episode of Disruptive Forces, host Anu Rajakumar is joined by Jacob Greene, Head Strategist for NB Custom Direct Investing, to discuss the evolving landscape of tax-managed investing. Together, they explore how volatility creates unique opportunities and why deferring gains is a powerful wealth-building strategy.

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