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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro

Financial Advisor Success

CHAPTER

Navigating Investment Transitions

This chapter explores the emotional and strategic challenges faced during investment transitions, particularly amid market volatility. It emphasizes the significance of behavioral finance and the necessity of modernizing investment strategies for high-net-worth clients. Through personal anecdotes, the discussion highlights the importance of a robust support system and continuous market education for financial advisors.

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