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Financial Planning / Tax Strategies
|Subject: Re: Tales from the trenches||Date: 3/4/2009 9:09 PM|
|Author: Wradical||Number: 104955 of 121774|
Good one, Peter.
I think I know Harold's sister. She keeps her records in a suitcase.
But when she sold a couple of mutual funds, it was the same exact experience.
It sounds like you might have a better "tool" for mutual fund basis, though. Mine's an improvised spreadsheet I got off the internet, that actually works pretty well.
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