Tax-efficient investing can quietly boost your returns over time. Learn how smart account choices and timing could help your ...
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How to conduct your own portfolio makeover
To find out if you're on track to reach your financial goals, review your current portfolio balance, combined with your ...
One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...
Irrespective of market conditions, companies with favorable efficiency levels are more likely to be investors’ choices. The reason is that a company with a favorable efficiency level is expected to ...
Portfolio Workbench enables portfolio managers (PMs) to seamlessly manage and adjust their portfolios using a single intuitive user interface. The newest version adds support for rebalancing across ...
Advisors can provide more holistic wealth management services by managing clients’ tax liabilities using tax-loss harvesting and wash-sale optimization. These two approaches help to minimize client ...
John Hancock Financial Opportunities Fund offers a 7.4% yield and capital appreciation, making it attractive amid high market valuations. BTO currently trades at a historically favorable premium to ...
Tax changes in 2026 include increases in amounts you can contribute to tax-advantaged accounts such as a 401(k) or IRA. Using tax-efficient strategies for 2026 can boost portfolio returns. The type of ...
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