Every investor has opinions — but do you have actual guiding principles? In this episode, we walk through a real client conversation that revealed a critical gap between having an investment philosophy and actually following it when things get interesting. We break down the six guiding principles that drive every investment decision we make at Align Wealth, from avoiding market timing to managing your behavior when markets get scary. If you've never written down your investment mandate, this episode will show you exactly why you need one — and what it should include.

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