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Insurance and Investments

Some people mistake investing for financial planning. Their ͞financial strategy͟ is an investing strategy, in which they chase the return and focus on the yield of their portfolio.

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Why Regular Rebalancing Makes Sense

Is 80% of your portfolio held in equities? Perhaps it is without you realizing it. You could invite this risk, and others, if you go too long without rebalancing your portfolio.

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