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5. The Benefits of Proper Portfolio Allocation & Householding
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Sometimes, it's a good thing to have a loss in the stock market. YES -- you read that correctly.
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Tune in as we unpack how the team at Evergreen focuses on tax efficiency through proper portfolio allocation, and not only returns, to achieve clients' financial goals.
If you have questions after this episode, we'd love to hear from you! Email kate@egwealth.com with your questions.
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