Tax-Aware Portfolio Construction: A Practitioner’s Perspective

Published on July 28, 2026

Taxable investors don’t just own a portfolio; they own a tax-sensitive balance sheet.

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15 Investment Must Reads for This Week (July 28, 2026)

July 28, 2026
ETF managers are racing to position themselves for the Anthropic IPO. Ares Management is in talks to buy Leonard Green & Partners to bolster its private equity platform. These are among the investment must reads for financial advisors this week.

As Uncertainty Persists, Consider Closed-End Fund Exposure

July 28, 2026
Discover Aberdeen’s closed-end funds (CEFs) for high yields, illiquid assets, long-term investments, and resilient income for 2026.