It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.