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Ready for a portfolio shakeup? What to consider before making a move
Many Happy Returns
Do You Have a New Year's Resolution?
You have to resist the siren song of novelty. Once a year is the way to go in terms of reviewing your core allocation. You don't want to do it that often. Blowing off steam in a fun portfolio is really helpful here. And you know, why not do it as a New Year's resolution?
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode