In order to maximize after tax returns, we apply disciplined tax management strategies.  Taxable accounts will regularly harvest tax losses and invest in a comparable investment vehicles. Tax sensitive models emphasize a  low turnover approach to minimize taxable gains and use municipal bonds for tax free income.  These taxs strategies can save you money and increase your returns.  

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What is tax-loss harvesting?

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Automated tax harvesting available on all taxable accounts with balances greater than $50,000