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Rebalancing does more than improve portfolio performance and reduce risk; it also renews clients' appreciation of your knowledge and expertise. Here's how rebalancing can benefit your clients—and your practice.
It's difficult to rein in a client who is determined to change his strategy with every market fluctuation. But as your client's coach, you've got to help him minimize the panic attacks and stay on the wise investing course.
Oftentimes, it can be quite easy to fall into these investing traps.
Learn four common investing mistakes—and be sure to avoid them.
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