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A Potpourri for “Smart” Investors

A Potpourri for “Smart” Investors

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What are smart investors doing right now?

According to Greg and Colin on this week of the Free Lunch Podcast they are: staying diversified, staying disciplined, and staying calm.

They unpack how to think about:

💰 Bonds & cash in your portfolio.

🏠 Mortgage renewals & rate holds.

🧾 End-of-year tax moves.

😴 Retirement “sleep-at-night” planning.

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