3 weeks I’m in my late 30s and I just inherited $80 million with the passing of a family member – how do I actually go about purchasing things? 24/7 Wall St.

Portfolio management and mitigating capital gains taxes can require regular juggling, especially when the portfolio has large stock holdings. The juggling becomes even more complex when the asset owner decides to borrow against the portfolio to fund other large purchases. However, strategic management, leverage, and use of hedging tools for risk mitigation can not only […]

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