Ask Paula: Is Your DIY Investing Strategy Holding You Back?
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Navigating Investment Strategies and Robo-Advisors
In this chapter, Melissa seeks guidance on using robo-advisors for her investment strategy, considering tax-loss harvesting as she approaches retirement. The discussion emphasizes the need for younger investors to adopt simpler investment tactics and highlights the importance of tailoring strategies to individual financial situations. It also explores the evolution of investment approaches as one's portfolio grows and the integration of aggressive and conservative strategies for optimizing returns.
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