// ARTICLES

• August 14, 2009 – InvestmentNews – “New turnkey tax management
  overlay announced by Envestnet” // PDF(43k)
• August 13, 2009 – Financial Planning Magazine – “New Tax Overlay System Takes Advantage of Market Volatility” // PDF(81k)
• August 5, 2009 – Market Media – “Overlay Management Goes High-Tech” // PDF(19k)
• July 17, 2009 – Journal of Financial Planning – “Using Discretionary Overlay in Anticipation of Higher Capital Gains” // PDF(39k)
• March 11, 2009 – Wall Street Journal – “Upside of Down? Selling Stocks for Tax Losses” // PDF(50k)
• March 2, 2009 – Forbes.com – “Intelligentsia: Take Stock Losses Now” // PDF(15k)
• December 1, 2008 – Wealth Manager – “Market Gone Sour? Make Lemonade” // PDF(335k)
• November 9, 2008 – Investment News – “Advisors Doubt Obama” // PDF(141k)
• November 1, 2008 – Cerulli and Associates – “Taxing Situations: Diversifying the Risks of Concentrated Stock Portfolios” // PDF(107k)
• October 22, 2008 – Family Wealth Report – “Envestnet Adds Tax-Transition Manager to Platform” // external link
• October 2, 2008 – Family Wealth Report – “RMB Capital Management Taps M3 for Tax Transitions” // external link
• September 16, 2008 – Family Wealth Report – “UMA-Transition Firm Expands Business Development” // external link
• September 1, 2008 – Financial Planning, On Wall Street, Bank Investment Consultant – New Products // PDF(73k)
• September 1, 2008 – Financial Planning - “Seeking Tax Alpha” // PDF(728k)
• August 25, 2008 – FundFire – “Hungry RIAs Fuel Schwab’s SMA Asset Inflows” // PDF(83k)
• July 10, 2008 – Family Wealth Report – “M3 Addresses Need for Custom Account Transition” // external link
• June 1, 2008 – Journal of Financial Planning – “Trends in Investing, Separately Managed Accounts: A Move Toward Outsourcing” // PDF(594k)
• September 24, 2007 – InvestmentNews – “Overlay Managers Relieve Tax Headaches” // PDF(135k)