TURNING TAXES INTO OPPORTUNITY: MARKET GUARD BRINGS DIRECT INDEXING AND TAX-LOSS HARVESTING TO VIRTUALLY ALL PORTFOLIOS

▤ Summary

Market Guard expanded direct indexing and tax-loss harvesting across nearly all of its portfolio offerings. The company says the move gives financial advisors more tools to personalize investments, manage taxable gains, and improve after-tax outcomes. Market Guard also highlighted that it has surpassed $2.5 billion in assets under advisement, showing strong adoption of its technology-driven investment model. The platform now makes capabilities that were once limited to wealthy or institutional investors available across a much broader advisor audience.

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