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Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart.

Our in-house CFA Aaron Kennedy joins us this week on our LifePlanning101 podcast to give us a market commentary.

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Mutual funds aren’t the only investment vehicle that can help you accomplish your goals. Let us help you learn how to make your portfolio tax-smart.

Our in-house CFA Aaron Kennedy joins us this week on our LifePlanning101 podcast to give us a market commentary.

How Tax Efficient is Your Portfolio?

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