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Best of The Long View: Investing

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2023.

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ARKQ ETF: A High P/E, Concentrated Allocation, Struggling Long-Term Momentum

ARKQ ETF: A High P/E, Concentrated Allocation, Struggling Long-Term Momentum
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Bill Bernstein: Revisiting The Four Pillars of Investing

The author discusses updates he made to the latest edition of his popular investing book, plus we discuss the returns outlook, TIPS ladders, and more.

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What Are the Tax Implications of a TCJA Sunset

As we sit here in late 2023, it’s going to be a little bit trickier to plan for tax changes in 2026.

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Tim Steffen: Smart Tax Moves for 2024 and Beyond

Baird’s director of advanced planning discusses Secure 2.0 changes that are phasing in next year, as well as strategies for Roth conversions and tax-savvy portfolio management.

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