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Quarterly Market & Investment Policy Update Webinar: Q3 2020
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CEO Adrian Cronje, Ph.D., CFA, and Director of Research Gabe Lembeck, CFA, address the unevenness of the remarkable recovery we've seen since March 2020 and the potential long-run consequences.
Click here to listen to the audio-only version.
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The Tax-Aware Investor
For investors who pay taxes on their gains, how you manage your tax bill can matter just as much as how your investments perform. Explore these four tools of tax-aware investing and how using the right one at the right time can help you keep more of what you’ve built.
Beyond the Exit: How Opportunity Zones Turn a Tax Bill Into a Long-Term Investment
Opportunity Zones began as a temporary program to push private investment into overlooked communities. After proving their worth, they’ve been made permanent, with some useful updates. For business owners who have recently sold, or are approaching a sale, they deserve a close look.
Investing After the Exit: Why TALS May Be the Right Strategy After Your Business Sale
We believe tax-loss harvesting is a reliable tool for keeping more of what you've earned — but it has a shelf life. Tax-aware long/short (TALS) is designed to pick up where it leaves off.
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