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Year-End Liquidity Needs Bring Loan Against Mutual Funds Into Focus
Rising year-end liquidity needs are pushing investors to consider LAMF as an alternative to redeeming mutual funds and disrupting long-term plans.
- As December closes, investors often face higher liquidity requirements due to tax planning, business expenses, and personal commitments. Selling mutual funds at year-end can disrupt long-term portfolios and create avoidable tax outcomes. In response, Loan Against Mutual Funds (LAMF) is increasingly being considered as a temporary funding option that allows investors to stay invested. Apply Now