
Christine Hudacko
Buttonwood Communications Group
415 999 1226
Brian Langstraat in Forbes
Tax Angle #7: Harvest Losses from a Well Diversified Portfolio
January 9, 2021
“Automated harvesting can deliver a percentage point a year, or more, of incremental aftertax return during the first decade after a portfolio is created.”
Lauren Kashmanian in Global Finance
Rising Consciousness: The Rise of Social Bonds
January 7, 2021
“Investments that consider environmental and social factors can actually improve investment results over time.”