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Volatility Brings Opportunity for Tax-Smart Investment Management

Watch Dennis Follmer, Head of Investments at 55ip, discuss how advisors can seize opportunities created by market volatility to better serve new and existing clients, transition them into updated strategies while managing their tax bill, and use losses created by market turmoil to further those portfolio transitions using tax-smart investment management tools—all executed simply and quickly with 55ip’s ActiveTax Technology®.