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Building Your Portfolio Thumbnail

Building Your Portfolio

There are 3 main steps in building your portfolio:

🎯 Asset Location – the specific types of accounts where you are saving

🎯 Asset Allocation – the specific asset classes (stocks, bonds, real estate, etc…) you are saving in

🎯 Asset Selection – the specific products

Always start with location – then allocation - & then finally selection for your individual plan.

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Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

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