By carving up your portfolio you get more opportunities for what is called loss harvesting.
You will want the minimum tax drag from your portfolio, and the minimum cost.
One way around this dilemma is to supplement part of your portfolio with mutual funds.
Any one or combination of these three features is a score for your portfolio.
It's a diversifying impact on your portfolio and it has high quality stream of earnings.
As for costs, this part of your portfolio has a management fee of 0%.
Balance out your portfolio with a dash of chlorine and caustic soda, a.k.a. lye.
And, given when you expect to retire, how long will you be living off your portfolio?
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With a separate account, the cost basis of the securities in your portfolio is yours alone.
In these turbulent times, put our decades of experience to work for your portfolio.
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What follows here is a recipe for insuring your portfolio against apocalyptic financial perils.
Have you positioned your portfolio to withstand even the harshest outcomes you can envision?
"If your portfolio is in Florida or Las Vegas, you may be down 20%, " he says.
So when you're 45, your portfolio would have 45 percent bonds and 55 percent stocks.
Can you swallow your pride and harvest tax losses from your portfolio, while letting winners ride?
If you believe housing has hit bottom, then the leading title-insurance provider belongs in your portfolio.
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When people are fearful, stocks decline, and your portfolio will become light on stocks.
For the rest of your portfolio, see the Janet Novack story on tax deferral strategies.
"But instead of 25 generating assets in your portfolio, now you're looking at 25, 000, " Pullins says.
This story relates to tax strategies for the part of your portfolio subject to immediate taxation.
The right ETFs and funds can keep your portfolio growing even in a bear market.
Keep in mind that your portfolio may already have a healthy exposure to currencies.
The chances of putting a Washington Mutual in your portfolio have gone way down.
Therefore, you might want to back off on the turbo boosters in your portfolio.
Invest in as many different types of sustainable companies as possible within your portfolio.
You use it to absorb capital gains realized elsewhere in your portfolio, making those gains tax-free.
This assumes that the equity portion of your portfolio stays fully invested at all times.
This could be critical in helping you avoid mistakes that could negatively impact your portfolio.
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This, of course, reduces the risk to your portfolio and also has psychological benefits.
So don't worry if you haven't yet backed a truckload of commodities into your portfolio.
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