When Markets React
When markets shift, experienced investors stick to their strategy.
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Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Time and market performance may subtly and slowly imbalance your portfolio.