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The JRo Show: Interview with Bill Nygren

Chit Chat Stocks

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The Importance of Tax Awareness in Portfolio Management

This chapter delves into the crucial role of tax awareness in effective portfolio management, discussing strategies to minimize tax burdens and maximize long-term returns for investors. It explores the difference in tax efficiency between mutual funds and separately managed accounts, emphasizing the proactive tax management practices used by managers to optimize portfolios and mitigate tax implications on gains.

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