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Municipal Bond Market: What’s the Big Beautiful Bill’s Impact?
Discover how the One Big Beautiful Bill Act (OBBBA) may impact the municipal bond market, and find out which institutions…
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Talking Taxes: The Easiest “Fee” for Investors to Reduce
For many investors, taxes are a larger drag on performance than fees or trading costs and can prevent or delay…
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Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to…
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How does the One Big Beautiful Bill Act Impact Tax Planning and Charitable Giving?
The One Big Beautiful Bill Act, which was signed into law on July 4 after significant controversy and wrangling in…
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Talking Taxes: Uncle Sam Can Be a Coach, Not Simply a Referee
With the One Big Beautiful Bill Act signed into law on July 4, we now have far more clarity regarding…
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Tax Loss Harvesting Through the Volatile First Half of 2025
The second quarter’s rapid recovery from April’s market volatility reminds us how powerful a systematic rules-based approach to tax management…
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Active Tax Loss Harvesting in Fixed Income: Checking In at Midyear
As we reach the midpoint of 2025, we reflect on the notably volatile trajectory of bond yields so far this…
