As the SEC opens the door for dual-share-class ETFs, many advisors are taking a measured approach. In [...]
Insights
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As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior [...]
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The S&P 500 squeaked out a small gain for November, up 0.25%, including dividends. The result was [...]
