Low Basis Stocks

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With theIMG_8559 advance of the equity markets over the last several years clients will have significant gains on stocks they have held over the period. There is a general desire to hold onto those stocksĀ to avoid paying capital gains taxes. Although clients are better off following such a strategy if their investment horizon is for the short to medium term. Over the long term however a diversified portfolio will generally out perform a concentrated one even after paying taxes.


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