Changing investment strategies midstream can lead to significant capital gains when you sell.
Our adviser put 50% of our holdings in individual stocks, but now we fear a big tax hit by switching to index funds
![](https://themarketcrash.net/wp-content/uploads/2022/06/closeup-coins-stack-isolated-black-background-800x400.jpg)
Changing investment strategies midstream can lead to significant capital gains when you sell.
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