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Why This Tesla Bear Still Sees A 60% Crash In The EV Maker's Stock
(Yahoo! Finance) - Hardcore Tesla bear Ryan Brinkman at JPMorgan is still on patrol in the wake of the electric vehicle maker's earnings on Wednesday night.
The Expanding Client Ask: How AssetMark and Adhesion Help RIAs Meet a New Era
Phill Rogerson has been paying close attention.
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JPMorgan, BofA Flag Trump Debanking Order In SEC Filings
The nation’s two largest banks have each flagged President Donald Trump’s August executive order targeting debanking as an issue to watch.
Beyond Cap-Weighted Indexes: Exploring The Implications Of Tax Management On Factor Portfolios
Applying a tax management framework to smart beta or factor portfolios provides beneficial after-tax outcomes. Among the factor portfolios tested, a tax management framework generally resulted in a less desirable pre-tax portfolio but is compensated for on an after-tax basis.
Custom SMAs: Efficient Solutions To Client Challenges
Advisors can use custom SMAs to help their clients pursue a range of goals. Fidelity's guide will explore four common use cases, including diversification away from concentrated positions and even accumulating capital losses for a future taxable event.
Custom Separately Managed Accounts: 4 Key Use Cases Where Custom SMAs Offer Clear Benefits
Custom SMAs can be tailored to personal investment goals, adjusting their holdings to suit a variety of investment styles and preferences while remaining focused on tax planning and tax management.