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Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!

Wealthion - Be Financially Resilient

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Navigating Retirement and Education Savings in Uncertain Markets

This chapter analyzes the management of retirement and 529 education savings portfolios, focusing on risk and asset allocation strategies. It discusses the importance of maintaining equity exposure to counter inflation, examines the dynamics of age-based 529 plans, and offers insights into current market conditions and investor sentiment. By exploring historical behaviors and surveys, the chapter sheds light on the challenges of market timing and the potential for positive shifts in business confidence.

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