It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.