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Investing Strategies

Check out this section to find strategies for reducing your tax bill, the benefits of diversification and not putting all of your eggs in one basket, and how to be an investor in all types of markets.

The benefits of consolidating your assets

Consolidating your investments at a single institution allows you to view and access all of your investment assets in one place.

The Active versus Passive Debate

This question has no definitive answer, but thinking about a few key considerations may help you reach your own conclusions.

ADRs Provide Exposure to International Stocks

An American depository receipt (ADR) is a security that represents a non-U.S. company's publicly traded stock.