Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Gaining a better understanding of municipal bonds makes more sense than ever.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.