Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Time and market performance may subtly and slowly imbalance your portfolio.
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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.