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How to Save Clients From Their Capital Gains Burden

As a volatile 2022 for the stock and bond markets comes to a close, year-end portfolio planning is front of mind for millions of advisors, their end clients, and self-directed investors. ETFs have been popular, with net inflows approaching $600 billion, but there remains a lot of money in expensive, tax-inefficient stock-only or stock-and-bond-based mutual [...] The post How to Save Clients From Their Capital Gains Burden appeared first on ETF Trends .
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