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What’s Wrong with This Popular Retirement Strategy?

Two Sides of FI

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Do You Have a 70 30 Portfolio?

Fritz: I look at my net worth once a year on December 31st. As part of that, I refill bucket one. And if you remember, the bear market really didn't start until late January into February. So I sold stocks because at the time my asset allocation for stocks was growing. It's important to note the quarterly refilling has paid dividends, bad bond, but it did.

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