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Outside the Box
You and your financial adviser should be on the same page. These 3 questions can tell if you’ll make money — or lose it.
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Successful investing isn’t about chasing hot stocks, reacting to headlines or tweaking portfolios in response to every market flutter. Instead, success lies in having a prudent, academically grounded strategy — and the emotional fortitude to stick with it through all seasons, especially the stormy ones.
I’ve been asked in recent interviews, “What guidance are you giving investors right now?” My answer hasn’t changed in more than three decades: Stay disciplined. Follow a structured plan. Stay globally diversified. Don’t fear rebalancing. But perhaps most importantly, make sure the financial advice you’re getting — and paying for — corresponds to your investing worldview.
