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Personal Investments • Advice Please - Need to complete my 3-Fund Portfolio

February 8, 2024, 10:26 am

≫ Next: Investing - Theory, News & General • Asset location (401k, Roth, Taxable) guidance for $3.5 million portfolio at 60/40 AA.

≪ Previous: Personal Investments • Hit a rebalancing band, so IPS says must rebalance!

Today opened a Taxable Brokerage acct

Good work to get going with this. :moneybag

:moneybag

Statistics: Posted by mhadden1 — Thu Feb 08, 2024 12:26 pm — Replies 20 — Views 1831

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