NewEdge Wealth’s Cameron Dawson on the State of the Markets
The Investors First Podcast
The Importance of Consciousness in Wealth Planning
We have about half the turnover in our portfolios of what the average warning star actively managed large cap mutual fund is. We do opportunistic loss harvesting in those strategies as well. In a world where we think that forward returns could be lower in the next decade than they were in the prior decade, what you keep at the end of the day is actually most important.
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