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Aug 3, 2024 24 min

3 Portfolio Pitfalls To Avoid

from Money Guide with Sterk Financial Hosted by Mary Sterk

Managing your #portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics, it's important to learn about #investing at a higher level. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently make. #investment #buyandhold #buylowsellhigh #mutualfunds #peergroup #bonds #assetclass #volatility #retirement #interestrates Feat Mary Sterk & Kelsey Bankey Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/ #ForbesAwardWinner #WealthManagement #EstatePlanning

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Managing your #portfolio has a lot of moving pieces. Whether you are a do-it-yourself-er or just want to go beyond the basics, it's important to learn about #investing at a higher level. In this episode of #MoneyGuidewithMarySterk, we discuss 3 key #strategies of strong portfolio management to help avoid common pitfalls that #investors frequently make. #investment #buyandhold #buylowsellhigh #mutualfunds #peergroup #bonds #assetclass #volatility #retirement #interestrates ...

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3 Portfolio Pitfalls To Avoid

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This episode is 24 minutes long.

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This episode was published on August 3, 2024.

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