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A robo-advisor is an automatic buying and selling process which includes an expense method outlined by a wealth management company, and it periodically purchases or sells securities immediately based on its distinct approach.
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six. Tax-intelligent investing methods, which include tax-decline harvesting, are used in controlling specified taxable accounts on the minimal foundation, on the discretion on the portfolio manager, Strategic Advisers LLC (Strategic Advisers), mostly with regard to analyzing when belongings in a very customer's account needs to be acquired or marketed. Belongings contributed could possibly be offered for any taxable achieve or loss Anytime. There aren't any assures as into the success on the tax-intelligent investing procedures used in serving to cut back or decrease a shopper's All round tax liabilities, or as into the tax benefits that may be produced by a specified transaction.
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