Reports
Expert insights and comprehensive reports for high-net-worth investors.
Partner Whitepaper: Directing Indexing Insights - Frec
In collaboration with Frec, this whitepaper explores the advantages of direct indexing, highlighting how investors can leverage tax-loss harvesting, portfolio customization, and advanced technology to achieve index-like returns with enhanced tax efficiency and personalized strategies.
Long Angle: 2023 Annual Asset Allocation Study
The 2023 High-Net-Worth Asset Allocation Report presents a comparative analysis of high-net-worth asset allocations between 2022 and 2023, highlighting strategic shifts in investment priorities and portfolio composition among affluent investors.
Long Angle: 2024 Income and Spending Report
The 2024 Income and Spending Report conducted by Long Angle provides an in-depth look into the financial behaviors of members, revealing trends in income sources, spending habits, and saving strategies, with a focus on achieving financial independence and optimizing long-term wealth management.