Author: Patrick Gaul

Patrick brings over a decade of experience to Envestnet. Currently he is a Vice President, Sales Engineer with Envestnet | Tamarac.

RIAs/Tax Planning

How RIAs Use Envestnet | Tamarac’s Tax Planning Tools for an Efficient Year End

December 1, 2022December 1, 2022 Patrick Gaul

As Registered Investment Advisors (RIAs) look to close out a tumultuous year, many are gearing up to start their year-end tax planning actions for clients.

Direct Indexing

Opportunity in a Market Downturn: Why Now May Be the Time to Consider Direct Indexing

November 28, 2022November 28, 2022 Patrick Gaul

In our conversations with Registered Investment Advisors (RIAs), we frequently talk about the problem the bull market created: ETFs and...