This is the inaugural issue of Prism Brief.We plan to publish future issues near the end of the first and third calendar quarters to supplement our twice-annual Prism investment outlook.

In times of great uncertainty, it helps to focus on what you can control – including the tax efficiency of your portfolio.

In this first issue of Prism Brief, the &Partners Investment Team recommends managing taxes using strategic asset location — holding investments in the types of accounts where they are taxed most efficiently. 

Prism Q2 2026 Brief also:

• Reviews our first-half recommendations
• Discusses what the Iran war means for investors
• Updates our asset class outlook

About Prism Brief

We plan to release Prism Brief in late March and late September each year. Each issue will:

• Provide additional timely insights
• Provide a new recommendation from the Investment Team
• Update the asset class outlook and recommendations from the previous issue of Prism