Equity Investment Strategy
Jonathan emphasizes the benefits of a 100% equities approach for those early in their investing journey, highlighting the importance of having a solid plan in calmer times. As one approaches the need for funds, he suggests considering a more conservative allocation and developing a drawdown strategy. Brad adds clarity to the term "equities," explaining it encompasses stocks, mutual funds, and ETFs, reinforcing the need for rational decision-making during market volatility.In this clip
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170R | A Capital Gains Case Study for 2020
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