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The Importance of Coordinating Your Investment Strategy for a Complete Retirement Plan, Ep. 268
1. Scattered investment accounts. Having old 401ks and IRAs in many different places, often not properly invested, is a common problem. This makes it difficult to have a coordinated investment strategy.2. Mismatched risk tolerance. Many people believe their investments are more or less aggressive than they actually are. Analyzing the underlying holdings often reveals a portfolio that doesn't align with stated risk preferences. 3. Lack of diversification. Having multiple accounts doesn't ...
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