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Rebalance or Reboot

August 26, 2016June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Portfolio Manteniance   The words rebalance and redesign sound similar, but are two completely different concepts with different applications. Once you have begun investing you will need to evaluate your portfolio on a regular basis.  Life happens. So your portfolio […]

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The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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