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We shift toward strict asset location and tax-loss harvesting to reduce tax drag on your portfolio.
We pivot heavily toward strict asset location and tax-loss harvesting. This means placing tax-heavy assets like bonds inside your retirement accounts, while utilizing tax-efficient vehicles like municipal bonds and low-turnover equity indexes in your personal brokerage accounts.
Wealth management strategies involve substantial market risks, including possible loss of principal. Past performance is not a guarantee of future results.
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