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Diversifying A Long-Term Portfolio

"Investors should stop thinking about diversifying their long-term portfolios as a time bound or time dependent issue," says Adam Lampe. Instead, he believes that they should think of it like a wellness visit to your primary care provider - if you have not had a check up, go now even if things are going well. He also discusses tax liabilities and Roth conversions.

Market Overtime

17 Sep 2021

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