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December 3, 2018

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November 1, 2018

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October 1, 2018

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September 18, 2018

What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a client’s portfolio? Is tax-loss harvesting more valuable than after-tax portfolio design? How can we determine the value of asset location strategies? These are critically important questions for clients and their advisors which we explore in our latest…

Greg Friedman, Jeff Moyer | July 31, 2017

How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity crisis and how might such a crisis begin? Is contagion to other market sectors a real concern? These are important questions for investors, however their portfolios are currently deployed. Download the white paper here »

Gregory Curtis, Matthew Litwin | October 26, 2015

Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing it. In this white paper, Greycourt outlines in detail the types of advice wealth advisors should be giving, and how clients can…

Gregory Curtis, Roy Nichol, Jeff Moyer | October 6, 2014