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Issue

Sep/Oct: Private Wealth Management

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Articles

Editor's Note

The After-Tax Advisor

David Gordon, CPWA®, CFA®

Using Market Volatility for Tax-Loss Harvesting with Exchange-Traded Funds

William O. Creedon

Estate Planning for 2020 and Beyond

Susan P. Rounds

The Evolution of Donor-Advised Funds and What's Next

Eileen Heisman

Impact Investing in Focus

Tatiana Esipovich
Kunal Shah

Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution

Kevin Maeda

Insurance Dedicated Funds: How to Beat Performance Drag

Richard P. Roche, CAIA®

Bit by Bit: Understanding Planning and Fiduciary Administration Aspects of Cryptocurrency

Robert K. Kirkland, JD, LLM
Alice M. Haseltine, JD

Chasing Performance

Ralph Goldsticker, CFA®

Give with a Warm Hand: The Silver Lining of COVID-19

Meir Statman, PhD

Book Discussion: Laurence B. Siegel Talks about Fewer, Richer, Greener

Robert Powell III, CFP®, RMA®

Leadership Profile: Garry W. Bridgeman

Garry W. Bridgeman, CIMA®

Inside The Institute

An Overlooked Value of Voluntary Certification: Trust

Devin Ekberg, CIMA®, CPWA®, CFA®

THRIVE: Advancing Diversity and Inclusion in Financial Services

Recent CIMA® and CPWA® Certificants