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Using Market Corrections to Clean Up Your Portfolio - The Tax Efficient Way

Falling markets not just offer attractive buying opportunities. They are actually one of the best times to identify and remove poor stocks or mutual funds from a portfolio and reinvest into better ones at attractive prices. But the key is to distinguish between temporary fall vs fundamentally bad investment. Most investors do the opposite – they sell good assets in…

The power of doing nothing!

The role of a financial advisor is not just to guide/coach a client in taking the right financial decisions. More importantly, it is about guiding

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