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WHITE PAPER SPOTLIGHT

We've selected the top trending and most relevant new research for you to download - courtesy of WealthManagement.com.

 
This Week's Top White Papers

 

Value Investing in a Capital-Light World
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Sponsored by: Distillate Capital

Why some valuation metrics lost meaning as the economy evolved. Download

 

 

Muni Tax Loss Harvesting Case Study
Delighting the Customer

Sponsored by: Gurtin Municipal Bond Management, a PIMCO Company

Learn how Gurtin offset $1.27MM in state and federal taxes in 2018. Download

 

 

A Smarter Solution to Municipal Investing
Delighting the Customer

Sponsored by: Columbia Threadneedle Investments

Traditional muni indices are concentrated in higher quality, lower-yielding bonds and may have more interest-rate risk. Download

 

 

13 Tips to Keep Your Marketing Plan Afloat
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Sponsored by: American Portfolios

Incorporating these steps into your marketing plan will enable you to be effective and take advantage of the huge swells to come. Download

 

 

The Role of Alternatives in Retirement
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Sponsored by: XA Investments

Are you planning for the next 20 years or the next 100 years? Download

 

 

What DC Plan Sponsors Prefer Participants Do and Why It Matters
Delighting the Customer

Sponsored by: T.Rowe Price

Explore T.Rowe Price research with DC plan sponsors. Download

 

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