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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World
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#154 | Does your portfolio reflect your values - or recent valuations? - Financial Literacy, Financial Advisors & Wealth
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How do you align your investments with your values while navigating unexpected global economic shifts?
With new tariffs from the U.S. and a newly elected Prime Minister in Canada, investors are facing heightened uncertainty.
Should you adapt your investment strategy to these changes, or stay the course with your existing approach?
This episode explores the balance between personal values, market risks, and strategic adjustments in today’s financial landscape.
In this episode, you will:
1) Discover how to align your investments with your values without compromising returns.
2) Learn how geopolitical and economic changes impact your portfolio and what you can do about it.
3) Gain insights into diversifying risk in an overvalued market while staying true to your financial philosophy.
Hit play now to uncover strategies for making smarter investment decisions in a rapidly changing world.
The podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.
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