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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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Archives: Podcasts
Changes To The Residential Real Estate Industry Will Be Good For You
April 11, 2024
How to Avoid A Surprise Bill at Tax Time
March 28, 2024
Smarter Ways To Financially Help Your Children & Grandchildren
March 14, 2024
How Risky of An Investor Are You?
February 29, 2024
What Do Clients Value Most in A Financial Advisor?
February 8, 2024
How to Plan for RMDs (Required Minimum Distributions)
January 25, 2024
Goals for Financial Success In 2024
January 11, 2024
When Taking Social Security Early Makes Sense
December 28, 2023
Constructing a Portfolio in Retirement
December 14, 2023
8% Safe Withdrawal Rate In Retirement? What!!
November 30, 2023
The Early Years of Retirement: Navigating Healthcare, Finances, and Tax Strategies
November 16, 2023
Yearend Financial Check-up & Tax Moves
October 26, 2023
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