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Instead of pushing them to sell their company stock and transfer the proceeds to me so I can build a diversified portfolio, we use a significant portion of the proceeds to accelerate debt payoff. Understanding the client’s emotional and behavioral makeup and seeing them as a person, not just a portfolio. #4 Jane Mepham.
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I don’t have a strong directional bias about specific outcomes but I think events like this are a good reminder that it’s prudent to have portfolioinsurance. In the Defined Duration strategy insurance includes things like gold, managed futures and options hedging. 2) Why Does the Fed use Core Inflation?
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