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The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investmentplan for each client using low-cost asset class and index funds.
What we’ve seen in 2022 is that there were a number of hacks. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investmentplan for each client using low-cost asset class and index funds.
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