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Is Your Fixed Income Manager Delivering Tax Alpha?
by Nisha Patel, Managing Director; Nicholas Stahelski, Vice President, Portfolio Manager
January 14, 2025
Tax loss harvesting remains a reliable strategy for adding value in any market environment.
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Tax Optimized Ladders: Elevating Taxes as a Crucial Element of Customization in Fixed Income Portfolios
by Nisha Patel, Managing Director
February 20, 2024
Tax optimized ladders can help fixed income investors focus on what they earn and what they keep. Learn how.