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With Zero Stocks in His Portfolio, Robert Kessler Is Sleeping Much Better.

WEALTHTRACK

CHAPTER

Navigating Market Volatility and Investment Choices

This chapter explores the current equity market landscape, cautioning against high valuations reminiscent of past bubbles, like the dot-com era. It emphasizes the need for self-reflection on investment strategies, particularly for those nearing retirement, and advocates for a balanced approach to equities amidst market volatility. The discussion also highlights the importance of recognizing conflicts of interest within financial advisory roles and encourages diversification into other asset classes to mitigate risks.

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