Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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Avoiding penalties when you change your investment strategy

If you have a solid investment plan, and your portfolio reflect this plan, doing nothing is the right thing. But what if you decide you need to make changes, and then find out there are costly penalties to selling out of your mutual fund holdings. In this edition of ‘The Science of Investing’, I chat with Jason McIntyre of CFRA’s Business at Night about the practical steps you can take to preserve your capital while getting your portfolio on track with your plan.

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