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Twenty-Five Years of Financial Insights(Part 5: “Level Two” Portfolio Balancing)

After 25 years of lifetime financial lessons learned, I’d like to think I’ve gotten pretty good at building and managing effective investment portfolios. I wish I could say the same for my hockey skills! Unfortunately, while I enjoy the sport immensely, I don’t think my Sunday night, three-on-three games will ever enable me or my fellow players to go pro.