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Direct Indexing Vs. Index Funds: Which Is Better? -Money Q&A

The Personal Finance Podcast

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Long-Term Investment Strategy and Risk Tolerance

The speaker discusses their long-term investment strategy, highlighting the benefits of holding stocks and index funds for a lifetime. They emphasize the importance of understanding risk tolerance when choosing investments and mention tools like Portfolio Visualizer for research. The chapter also covers the use of life cycle funds for portfolio diversification and cautions against high expense ratios.

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