Financial planning and advisory services, namely, providing an in-house, cost-effective investment approach that combines the advantages of indexing with tax-loss harvesting, i.e., selling securities to realize capital losses to offset realized gains, in a separate vehicle

'advantag':20 'advisori':4 'approach':16 'capit':33 'combin':18 'cost':13 'cost-effect':12 'effect':14 'financi':1 'gain':38 'harvest':27 'hous':11 'i.e':28 'in-hous':9 'index':22 'invest':15 'loss':26,34 'name':6 'offset':36 'plan':2 'provid':7 'realiz':32,37 'secur':30 'sell':29 'separ':41 'servic':5 'tax':25 'tax-loss':24 'vehicl':42

TAX-SMART INDEXING

Owner

Goods & Services