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Portfolio Rebalancing: What, Why, When?

In the realm of investment management, maintaining the intended asset allocation of your portfolio is as critical as the initial…

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Reviewing Your Investment Portfolio

At United Global Capital, we believe that the foundation of a successful investment journey is a well-maintained strategy. Regularly reviewing…

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Taking a total-return approach when rates are low

This low-interest, lower-return environment may tempt some income-focussed investors to abandon carefully-diversified portfolios in the pursuit of higher income. However,…

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