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One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on
May 10 -
One of the benefits of an investment philosophy is that it can provide your clients with more consistent experiences and help them feel more confident in your advice. But if your philosophy is based on forecasting which stock or market sector will be "hot" then those client experiences might not be very consistent.
May 10