Symmetry Partners

31oct3:00 pm4:00 pm3:00 pm - 4:00 pm(GMT-04:00) Tax Alpha Strategies and Insights with The Tax Alpha InsiderLearn about Symmetry's Tax Alpha portfolio strategies.

Hosts

John B. McDermott, Ph.D., Head of Investments
Brent Sullivan, Founder of Tax Alpha Insider

Description

Join us as Symmetry’s Head of Investments, Dr. John McDermott, sits down with Brent Sullivan, founder of The Tax Alpha Insider. They’ll discuss essential tax strategies—from tax-loss harvesting and householding to multi-asset tax awareness—and advanced techniques for optimizing business outcomes, diversifying low-basis stock, and addressing estate planning and ordinary income challenges.

Time

October 31, 2024 3:00 pm - 4:00 pm EST(GMT-05:00)

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What Investors May Want To Know

Want to learn more about how elections can influence your investments and what to watch for? Access Elections & Markets – What Investors May Want to Know.

FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.