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Tax Management
Investor Education: Tax Efficient Investing
This piece is approved to use with clients.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Investing Ideas
An Interest Rate Hedging Diagnostic
This piece is approved to use with clients.
One of the biggest strategic decisions faced by defined benefit pension plans is that of choosing an interest rate hedge ratio.