FAQ

manage risk, and ensure that investments align with specific objectives. Tax planning is essential to optimize after-tax returns. Strategies such as tax-efficient investing, tax-loss harvesting, and utilizing tax-advantaged accounts can help minimize the impact of taxes on your investments.

nformed by regularly reviewing your investment statements, conducting periodic portfolio reviews, staying updated with financial news, and communicating with your investment manager.

rstanding fee structures is crucial, so you know what you're paying for their services. Online tools and resources can also provide real-time information.

d belief in active management when making this decision. Common mistakes include emotional decision-making, lack of diversification, ignoring a long-term strategy, and failing to monitor and adjust your portfolio as needed.

When choosing an investment manager, consider factors like their track record, investment philosophy, fees, transparency, communication, and alignment with your financial goals and risk tolerance.