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When DH and I married nearly 19 yrs ago I thought it would be a good idea to buy FMAGX. He didn't like the idea but said ok. (I now know not to buy loaded funds) We bought with the minimum investment and it has been sitting there ever since. It is only worth around $5000. I was thinking we should just sell it and use the money to rebalance. Our AA is about 73/27 and I'd rather it be closer to 60/40. DH says no because of taxes - I don't really understand the ramifications of selling...everything we have ever bought we have held onto. I need some education in this area and DH isn't really able to explain it to me in terms I can understand...or maybe he just isn't very clear? Either way... Sell or hold?
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