EPISODE · Oct 4, 2023
Do You Own the Index and Are You Actually Diversified?
from True Wealth - Financial and Investing Podcast
Even savvy investors sometimes fail to grasp how concentration risk can stem from the phantom index and an eclipse market. The True Wealth team unveils how you can use metrics such as R^2, while also taking a look at what a Roth conversion is and who might benefit from one.
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Do You Own the Index and Are You Actually Diversified?
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