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  •    Four "problems" with mutual funds and why the rich do not buy mutual funds 
  •    How Exchange Traded Funds increase the opportunity for profit in 3 ways 
  •    Why 64% of those with $10 million of investments are working with at least four financial advisors 
  •    How the wealthy pay less income tax on investment profit
  •    How the wealthy pay lower investment fees
  •    Why the rich prefer separately managed accounts

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