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In this episode, Dave and Heather discuss various investing strategies, emphasizing the importance of understanding market changes, historical data, and the need for portfolio diversification.
They analyze the performance of cash versus investments, the relationship between international equities and currency fluctuations, and the historical performance of different asset classes. The conversation also covers the pros and cons of target date funds versus ETFs, and the significance of rebalancing portfolios to manage risk and optimize returns.
By Playbook of the WealthyIn this episode, Dave and Heather discuss various investing strategies, emphasizing the importance of understanding market changes, historical data, and the need for portfolio diversification.
They analyze the performance of cash versus investments, the relationship between international equities and currency fluctuations, and the historical performance of different asset classes. The conversation also covers the pros and cons of target date funds versus ETFs, and the significance of rebalancing portfolios to manage risk and optimize returns.