5min chapter

Thoughtful Money with Adam Taggart cover image

A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart

Thoughtful Money with Adam Taggart

CHAPTER

Simplevisor Updates and Market Insights

This chapter highlights the upcoming features of Simplevisor, including new investment portfolios and a partnership with Pershing. It also analyzes recent market trends, focusing on the performance of small-cap and mega-cap stocks, while offering strategies for effective portfolio rebalancing.

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