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Save Your Clients Money With These Tax Tips

Examining tax returns can help clients maximize tax savings and avoid investment mistakes.

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4 Questions About Direct Indexing

Should advisors jump on the bandwagon?

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Why Advisors Should Bother With Tax Alpha

A simple way to boost investment performance without adding risk.

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A Closer Look at Direct Indexing

Should advisors jump on the bandwagon?

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How to Use Market Turmoil to Your Clients Advantage With Tax-Loss Harvesting

The market has created tax-saving opportunities for clients.

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