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8 Questions to Ask Your Financial Advisor About Your Investment Portfolio

WiserAdvisor

JUNE 22, 2023

It is essential for your investment portfolio to align with your unique financial goals, risk tolerance, and time horizon. For instance, if your goal is wealth accumulation, the financial advisor may recommend different strategies versus if your goal is wealth preservation.

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20 Money Questions To Ask Your Partner In A Relationship

Clever Girl Finance

JUNE 15, 2023

If you want to build generational wealth , you should be thinking about how you can invest your money so that it can grow. If wealth accumulation is your goal , you’ll want to know if your partner is on the same page. People have different tastes and risk tolerances regarding investing.

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