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Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
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Investment Strategies and Trust Fundamentals
This chapter explores the impact of missing key market days on long-term investment returns and the importance of maintaining a balanced portfolio through rebalancing strategies. The discussion also highlights the significance of funding a living revocable trust and establishing a special needs trust to ensure proper asset management and benefit eligibility for children. Additionally, the speakers clarify FDIC insurance limits related to various investment vehicles and offer insights into maximizing protection for funds.
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