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Asset allocation – the basics

As financial advisors we keep talking about ‘asset allocation’ but we also realize that not every one is from a finance background and some people don’t understand what this beast is all about. This one’s for you. What? Remember the old proverb...

The inevitable just became more so…

Yep, taxes, that’s the one. Over the last few years the taxman has systematically removed all the tax exemptions that used to accrue to mutual fund investments. All the more reason to invest based on returns, safety and liquidity rather than for tax-saving reasons....