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Whitney Stradley
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Nisha Patel on Bloomberg TV
Parametric’s Patel Expects Heavy Inflows into Munis
May 31, 2023
“A lot more money is going to be chasing low supply.”

Jeremy Milleson in Financial Planning
How the Ticking Clock Affects Tax-Loss Harvesting
October 4, 2023
Even if the client may not have the need for losses today, in the long-term perspective, there’s still that benefit.