A Slice of Advice

Being Cautious When The Market is Near All-Time Highs


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The market may be soaring, but is investor confidence rising even faster? In this episode, Kelton breaks down why bull‑market optimism can quietly morph into dangerous overconfidence, especially for retirees with limited time to recover from downturns. From the dominance of the “Magnificent Seven” to the behavioral biases that lure investors into risky concentrations, he explains how to stay grounded when the headlines aren’t. You’ll also hear how calculated risk‑taking plays a role in smart retirement planning, plus a surprising perspective from LeBron James on financial caution. A practical, clear look at protecting your long‑term strategy when markets feel unstoppable.

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A Slice of AdviceBy Kelton Burgess