How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman
Sound Investing
Navigating Small Cap Value Investing
This chapter explores effective investment strategies focused on small cap value stocks as individuals approach retirement. It covers asset allocation, glide paths, and the significance of maintaining a consistent investment approach while emphasizing the complexities and risks involved in small cap investments. Personal insights are shared on the evolution from complicated strategies to simpler approaches, highlighting the importance of understanding tax efficiencies and fund selections.
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