Crypto Doesn’t Deserve a Tax Exemption

Published on December 9, 2024

I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.

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2025 Municipal Bond Outlook

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We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.

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As a concept, environmentally responsible investing is in its flop era. Right-wing backlash has turned “ESG” into a four-letter word in terrified corporate boardrooms.