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exchange funds

Coverage of exchange funds in the Nexus archive.

Earliest in view: Jun 18 · 09:00 UTCMost recent: Jun 18 · 09:00 UTC

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BUSINESSJun 18 · 09:00 UTCBUSINESS INSIDER
Three strategies to help newly wealthy Silicon Valley techies diversify and avoid huge tax bills
The AI boom and tech IPOs are creating significant wealth in Silicon Valley, with employees holding highly appreciated company stock. Wealth advisor Joey Carney outlines three strategies, including exchange funds, to help diversify portfolios and avoid large capital gains tax bills.