Washington, Wall Street and a world of uncertainty.

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Tools & Resources


Tax Information

View our available tax information, including distribution summaries, tax guides and tax supplements.

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Advisory Blog

Timely insights on the issues that matter most to investors – Income, Volatility and Taxes.

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Tax Rate Calculator

Investment Tax Calculator

Making smart investment decisions requires understanding the resulting tax consequences.

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Friedman Biography

Principal of The Washington Update, Friedman speaks regularly on legislative and regulatory happenings.

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