Respecting Time Horizons
Jan 13, 2023•25 min
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Episode description
In the last week or so, I’ve fielded numerous calls that have all revolved around the same or similar questions. An investor has some surplus savings they’ve earmarked to spend in the near future, and they are wondering where to park these funds. I’ve found myself repeatedly cautioning people away from placing short-term monies into long-term investments. This a good reminder for all of us regarding the importance of respecting time horizons.
Please join me while I unpack this crucial financial planning truth.
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