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Education
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August 19, 2024
Teddy Bear or Grizzly Bear? - Diversification & Volatility
Michael McCool, CFP®, CIMA®, Senior Wealth Advisor, CPC, shares some details on how our team builds your portfolios.
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Michael McCool and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
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