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Does your allocation model represent your clients’ goals?
Clients come to you for advice on how much to save, how much to spend and, most importantly, how they should invest given their spending and saving decisions. Investors have financial goals with long...
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International investing doesn’t have to be a tax burden
Many investors don’t pay enough attention to taxes generated from investing. For example, they will invest money from a taxable account into a traditional active management mutual fund, with higher...
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