Keeping More in Portfolios and Less with Uncle Sam

Join Jenine Garrelick along with guests Doug Orton and Eric Zubris as we unpack the sometimes-overlooked risks and tax considerations that can affect client outcomes, especially in uncertain markets. In this episode, we’ll explore:

• The impact of tax strategy on long-term outcomes
• Lessons from past periods of market stress
• The role of active management in risk mitigation
• Why “low risk” doesn’t mean “no” risk in munis