Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Don’t Get On The Financial Roller Coaster
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Nov 23, 2025 Discover the intrigue behind the 'free trade' strategy, where selling half of a stock after a 100% gain can ease investor nerves. Suze emphasizes understanding your investments and year-end tax strategies that could save you money. Learn about dollar-cost averaging and the importance of diversification for long-term success. She also tackles market volatility and advises against dwelling on past peaks. Lastly, Suze highlights the significance of tracking cost basis, especially with taxable holdings.
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Invest With A Multi-Year Time Horizon
- Invest only if you won't need the money for at least five years and preferably much longer.
- Time in the market matters because recoveries from market peaks typically take years, not months.
Look At What You Have Now
- Focus on what you currently own, not on missed past gains or hypothetical profits.
- Regret over past peaks sabotages discipline; honest assessment of present holdings matters most.
Use Index Funds As Your Portfolio Core
- Diversify by holding a broad S&P 500 index for core exposure and limit concentrated single-stock bets.
- Keep only a small portion of your portfolio in high-conviction individual stocks.