The financial industry is working hard to convince investors that everyone should be dialing back the risk in their portfolios due to tariffs. Paul asks: Isn’t this just market timing? Listen along as Paul shares why making changes to a diversified portfolio means opening yourself up to inflation risk, losing out on upside potential, and ultimately engaging in market timing. Paul explains the real effect tariffs have on markets and why we have every reason to believe that stocks will continue to provide the same kinds of returns we have seen over the last 100 years.

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