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<http://schema.org/description>
"When a new account is transferred to us here at Personal Capital, the first thing we do is analyze its current holdings in order to build out the client’s chosen strategy. We look at cost basis, tax sensitivity and any securities we’d like to hold onto. And we look just for curiosity. It’s always fascinating to [&hellip;]"
<https://www.personalcapital.com/blog/investing-markets/just-say-branded-portfolio/>