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Ask HTM - Selling Investments for Medium-Term Goals, Buying a Primary vs Rental Home, & If 15 Year Mortgages are Bad #817

How to Money

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Strategic Selling of Investments for Medium-Term Goals

The chapter delves into the strategic considerations of selling investments for medium-term goals, emphasizing the importance of a calculated approach rather than reacting to market fluctuations. It discusses selling investments gradually to optimize long-term capital gains, setting aside funds for taxes, and the significance of not disrupting compounding unnecessarily. The speakers also touch on the balance between potential market gains and financial flexibility during bear markets, providing insights on strategic investment decisions.

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