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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The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.