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2024
November
8

Day: November 8, 2024

transfer financial advisor

Transferring to DIY Investing: Capital Gains Tax vs Fee-Savings

November 8, 2024 The Loonie Doctor Advanced Investing, Investing Basics

Breaking up with a financial advisor can be hard. Even when it is the right decision. Learn about some of the common deterrents, like taxes, and whether they actually matter.

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BLACK BOX WARNING: The content on this site is for general illustrative and entertainment purposes only. I try to be accurate and complete, but cannot provide a guarantee or warranty to that effect. It is recommended that you seek professional help if needed for your individual financial decisions. There are also links to other sites and I take no responsibility for what they have either.