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korrents.com
Portfolios get changed because of life events far more often than because of market events.Their words
One of the biggest lessons I’ve learned working in wealth management all these years is that portfolio changes in client accounts happen more frequently from life events rather than market events.
How to Invest When Your Portfolio Gets Biggerawealthofcommonsense.com
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But bad as a slowdown might be for their portfolios, the current pace of development might be worse for the rest of us.
24 August 2024
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