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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134

Catching Up to FI

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Navigating Small Cap Value Investing

This chapter explores investment strategies focused on small cap value stocks as individuals near retirement, emphasizing asset allocation and psychological factors in investing. It highlights the benefits of understanding tax implications and the performance of small cap funds compared to larger indices, while also addressing the complexities and market distortions in this investment approach. Listeners are encouraged to maintain a consistent strategy to enhance long-term financial outcomes.

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