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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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.