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How to Spot & Eliminate Dead Money in Your Retirement Portfolio
Manage episode 463558215 series 3561293
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How badly is “dead money” affecting returns in your portfolio? Certified Financial Planner Mike Douglas discusses what could be holding your retirement plan back, including: cash stockpiles, non-performing stocks, and rental properties. He addresses the need for quarterly rebalancing to prevent portfolio drift, getting rid of non-productive assets, and ensuring investments align with current income and growth needs.
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