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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Friday Dec 22, 2023
Friday Dec 22, 2023
Many investors think that they manage the risk of their portfolio based on the investment that they choose. While this can be a factor, today Ira and Anne talk about why rebalancing is the greatest way to avoid risk in a diversified portfolio. Listen along as these advisors share some of the things they look for and how rebalancing keeps you on track to meet your investing goals.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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