Tag: asset allocation
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The New Rules of Investing: Essential Wealth Strategies for Turbulent Times [a book review]
Somehow my last blog post led me to finding this book with a very similar title! Released in January 2025 by Mark Haefele, Global CIO of UBS, this book could not have come at a better time.
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Investment Plan v1.0
Here’s our very first basic investment plan which lays out our goals, target return and asset allocation strategy.