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A few years ago, during a market correction, an investor called me to discuss his portfolio. Before speaking with me, he had already spoken to his brother, a colleague, two
Most of us have heard the advice at some point: “Keep 3 to 6 months of expenses as an emergency fund.” It’s one of the most commonly repeated rules in
One of the most common questions investors ask is: “My mutual fund has underperformed over the last year. Should I exit and moveto a better-performing fund?” The natural tendency is