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Never Change Your Portfolio! Except When…

TLDR

CHAPTER

Navigating Investment Strategies Amid Market Anxiety

This chapter addresses the financial anxiety facing individual investors due to market fluctuations and the challenge of adjusting investment strategies accordingly. It emphasizes the importance of a personalized approach to asset allocation based on individual life stages, risk tolerance, and financial goals. The discussion also covers historical market trends and the gradual shift from equities to bonds as one nears retirement, advocating for a thoughtful, diversified investment strategy.

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