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Tax Management
Capital Gains Got You Down? 7 Steps You Can Take Now to Optimize Your Clients' Tax Situations
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.
Investing Ideas
How Investors Select Advisors
The first installment in a Vanguard research series identifies five types of advised investors, based on their knowledge levels and interests, and suggests ways to satisfy each.