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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, December 24 and will be closed on Thursday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

Enhance your value with strategic tax planning

Discover how tax-aware investment strategies can help you serve high net worth clients

Capital Group offers a wide array of investments, available on the Morgan Stanley platform, that are designed to help you build tax-aware portfolios for clients.

Investment Solutions Availability

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Tax-Aware Investment Guide

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Insights and actionable ideas

3 financial planning and tax moves to consider now

Stay ahead

How to harvest tax losses in pursuit of portfolio efficiency

Prepare now

Help clients prepare for potential tax policy changes

Be proactive

The benefits of tax-aware investing

Offering tax-aware solutions can help you stand out in a competitive market while adding tangible value to your clients.

Leslie Geller (Senior Wealth Strategist Capital Group) and Stacey Delich-Gould (Senior Vice President and Associate Counsel Capital Group) seminar panel

Don't let political drama sidetrack your planning

Capital Group’s Leslie Geller and Stacey Delich-Gould talk about ways to help clients manage potential tax changes to their advantage.

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
 
This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.
 
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