... without producing any increase in risk. The next time the opportunity presents itself to add ETFs, tax managed mutual funds, and muni bonds to your clients' taxable accounts; and high yielding mutual funds, high dividend and growth funds to their ...
http://www.financial-planning.com/blogs/Expect-Higher-Correlations-Use-Tax-Advantaged-Investments-2684333-1.html
http://www.financial-planning.com/blogs/Expect-Higher-Correlations-Use-Tax-Advantaged-Investments-2684333-1.html
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