Benefits of Tax Managed Investing


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Benefits of Tax Managed Investing


It’s hard to believe we are days away from bidding 2021 goodbye. The S&P 500 Index is up 28.13% year to date, and the NASDAQ and Dow hit record highs this year. Think of all those taxable gains you have acquired for your clients! No doubt you have spent many hours this holiday season doing “year-end tax planning”? Read more…