2013 Asset Allocation Debt Management 
WiserAdvisor
JANUARY 23, 2024
For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients. It is crucial to note that tax-loss harvesting is not about avoiding certain asset classes that are not doing well.
The Big Picture
JANUARY 27, 2025
There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. The parent company handles all the asset liability management side of things. They give us asset allocations, we go ahead and and and and invest those dollars.
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