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The following documents are for the exclusive use of North Capital clients and prospective clients and may not be reproduced in whole or in part without the express written consent of North Capital.


Is your investment portfolio diversified? Are you diversified across risk types as well as by asset class?
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Tax Drag

Taxes are a drag on investment performance. The money you pay in taxes today cannot grow and compound in your
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Beating the Market

Beating the market is an appealing idea, but most investors do not manage to outperform their benchmark indices over
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