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عمومی::
مشاوره مالی
A major concern is that some tax advisors and financial advisors have pro- moted tax strategies/tax shelters that led not only to adverse tax implica- tions but to investments that produced no economic benefits beyond tax benefits.
Financial advisors commonly recommend that investors hold a mix of stocks and bonds in both their taxable and tax-deferred accounts, with some financial advisors recommending that investors tilt their tax-deferred accounts toward equity.
It is up to the individual investor, or to his or her financial advisor, to diagnose characteristic mistakes and implement a reasonable approxima- tion to an ideal investment policy.
If you do not have the ability or time to become a good investor, and if you have enough funds to afford it, use a financial advisor.
The ideal financial advisor would satisfy this entire combination.
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