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Latest Insights
Tax-Loss Harvesting in a Factor-Based Portfolio: Smart, Not Reactive
Debunking Myths Around Tax-Aware Long-Short Strategies
Tax-Aware, Long-Short Tax & Investment Strategies™: Understanding Business Loss Deductions
Our Podcast
Structure Matters for Tax Efficiency: From Mutual Funds, ETFs, SMAs to Tax-Aware Long-Short
Year-End Tax Planning & Tax-Smart Retirement Withdrawal Strategies
$1M Saved for Retirement – Can I Retire?
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Category: Insights
How to Set Realistic Financial Goals for the New Year
December 3, 2024
The Shrinking Number of Stocks in the Stock Market
November 20, 2024
Plan for a Long Retirement
November 15, 2024
How to Give the Gift of College Savings This Holiday Season
November 10, 2024
Understanding the Role of an Executor in Your Estate Plan
October 29, 2024
How to Incorporate Emergency Savings into Your Financial Plan
October 29, 2024
Tax-Aware Investing in Practice
October 10, 2024
The Key to Tax-Aware Investing & TALS™
September 27, 2024
Tax-Aware Strategies for Successful Investors & High-Income Earners (TALS™)
August 16, 2024
The Highly Concentrated U.S. Stock Market & Its Lesser Known Effects
August 1, 2024
Evaluating Your Investment Portfolio’s Performance – Key Metrics To Consider
July 15, 2024
How to Plan for Longevity in Retirement: Will Your Savings Last?
July 10, 2024
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