• The Importance of a Balanced Approach to Investing

  • Jun 18 2024
  • Duración: 8 m
  • Podcast

The Importance of a Balanced Approach to Investing

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  • Resumen

  • Raj Shah and Rick Borek explain the performance of the Magnificent Seven stocks and the broadening of the stock market. They share the importance of a balanced approach to investing and not relying solely on past performance.

    For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com

    Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.

    See omnystudio.com/listener for privacy information.
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