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Retirement planning? Know what your goals are.

Retirement planning, or any other long-term investing, requires knowing what your ultimate goals are and having a porfolio strategy to match. Understanding how the portfolio completes the plan in the long-term supports improved retirement or other types of planning in the short term. The single best piece of advice, which I received early in my career and have given hundreds if not thousands of times in the past 20 years, is a combination of planning and investment advice…Read More


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