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Maximize Gains, Minimize Taxes: The Case for Tax-Loss Harvesting in Model Portfolios
Aaron Levitt
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Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term...
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From Volatility to Opportunity: Active ETFs as a Safe Haven During Political Shifts
Aaron Levitt
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Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty...
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Embracing Aging, Retirement and Longevity Planning
Kristan Wojnar, RCC™
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Our focus for this week is all-in on aging, as well as the...