So you have a low-cost, well-diversified portfolio, and you've even managed to invest within your risk tolerance. But do your investments align with your personality? Are they in sync with your beliefs and with the trends that you see evolving?

On today's episode, we hop into our time machine to discuss how investment options have changed over the past 50 years. We then talk about why it can be important to have a connection to the companies and themes you believe in most. And last, we talk through how you can invest in these themes to personalize your portfolio and set yourself up for lasting success.

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Resources mentioned on today's show:

Investment Personality Link

What is a Fiduciary?

About Me

Podcast Page

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You can also find Loren at [email protected]

Additional Resources Discussed on the Show

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