Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.