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Tax-Loss Selling

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  1. 6 Key Reasons Why Investing in a Taxable Account Is Underrated

    Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors' tool kits.

  2. Strong Market Makes Tax-Loss Selling Especially Valuable

    Preharvesting losses can help offset rebalancing pain, but the strategy won't benefit everyone.

  3. Dos and Don'ts for Year-End Tax Planning

    Tips for managing capital gains distributions, harvesting tax losses, and taking required minimum distributions.

  4. 5 Ways to Shrink Your Tax Footprint

    Consider careful asset location, selling losers (and winners), and using the specific-share identification method.

  5. Don't Put Up With Big Capital Gains Payouts

    Taxable investors: There is a better way.

  6. No Reprieve for Energy CEFs in October

    As oil prices continued to tank, commodity and energy funds took a nosedive.

  7. 6 Key Reasons Why Investing in a Taxable Account Is Underrated

    Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors' tool kits.

  8. Strategic Beta: Marrying Active Management Insights With the Discipline of Rules-Based Investing

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies ...

  9. The Bucket Approach to Retirement Allocation

    A diversified portfolio with various time frames can help you meet your income needs during retirement.

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