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Some clients can get frustrated and are tempted to deviate away from a diverse portfolio when they feel it’s underperforming. The Insights Panel discusses how to explain that a truly diverse portfolio protects their interests and how to keep their eyes focused on the end result.
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Some clients can get frustrated and are tempted to deviate away from a diverse portfolio when they feel it’s underperforming. The Insights Panel discusses how to explain that a truly diverse portfolio protects their interests and how to keep their eyes focused on the end result.