(4 quotes found)
“The tax implication is the Achilles heel.”
“You could have a multi-million-dollar portfolio and still have a strong argument to have some funds.”
“We're very interested in broad asset classes. So many people's portfolios have gravitated toward large growth.”
“Small caps are modestly overvalued, but not dramatically overvalued, relative to large caps. But we would have thought that last year.”
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