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Fund Fees’ Continued Decline

Dalbar 2022 chart

PPP Tax Article

CRT Ultra-wealthy turn to trusts

Behavioral Science

Dalbar 2018

Tax Loss Harvesting Rebalancing Act

Charitable Remainder Trust offers a wealth of tax benefits

Phantom Income: Big tax bill looms for mutual fund investors

Phantom Income: 3 signs your mutual fund is a looming tax headache