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CFP-INV: Asset Allocation: Strategic vs. Tactical Approaches
Welcome to VoraPrep Audio. You will get a certain call from a client one day, if you haven't already. It's the panic call. A particular market sector is soaring, and it's all over the news. But your client's portfolio is mostly in conservative assets, and it's just sitting there. They ask you, "Shou…
The skinny
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