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Sound Investing
Sound Investing

Leveraging ETFs, Moving from Cash to Equities, A Track Record You Can't Trust and more Q&A

Aug 14, 2024 · 01:05:49
✨ AI Summary
  • Guidance on transitioning to Fidelity's Buy and Hold Portfolio and finding an hourly advisor.
  • Discussion on reducing cash positions and moving into short-term bonds or equity ETFs.
  • Clarification on the difference between target-date funds and all-in-one funds.

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