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When borrowing against mutual funds makes financial sense
LAMF suits specific financial situations when used carefully.
Borrowing against mutual funds makes sense when liquidity needs are temporary and underlying investments remain strong. This approach avoids forced selling, protects long term compounding, and limits immediate tax impact. Investors must monitor portfolio values closely to manage margin pressure and interest costs. Used prudently, loans against mutual funds can support cash flow planning without disrupting long term financial goals during short term funding requirements. Apply Now