3min chapter

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87: How to Buy a Business (Step-by-Step)

Rich Habits Podcast

CHAPTER

Critique of SMA Accounts and Promoting Investment Opportunities

This chapter critiques the limitations and expenses of Separately Managed Accounts, promoting diversified index funds or fiduciary advice as better alternatives. It also highlights the Rich Habits Network's role in connecting investors with exclusive opportunities in promising startups and pre-IPO firms.

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