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Commingled Funds
Investment funds that pool assets from various accounts, combining them into one larger portfolio to achieve economies of scale and diversification.
Tax-efficient
Describing an investment strategy or financial plan designed to minimize tax liability and maximize after-tax returns.
ETFs
Exchange-Traded Funds, which are investment funds traded on stock exchanges, similar to stocks, and hold assets such as stocks, commodities, or bonds.
Turnover Rate
A measure used to assess how frequently investments or inventory are replaced or sold over a given period.
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