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  Keep all investment activity aligned with your true goals

  10/28/2025
• 
  Emphasize process over outcome in reviews

  10/24/2025
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  Use visual dashboards to keep strategy top-of-mind

  10/20/2025
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  Invest with a purpose, not just for returns

  10/17/2025
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  Monitor fee drag over the life of your plan

  10/11/2025
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  Update your strategy as market environments evolve

  10/09/2025
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  Document your rationale for every major allocation

  10/05/2025
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  Revisit strategy after major life events

  09/30/2025
• 
  Let compounding work over decades, not months

  09/25/2025
• 
  Target rebalancing thresholds, not calendar dates

  09/23/2025
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  Explore niche strategies for a portion of your capital

  09/18/2025
• 
  Prioritize liquidity during uncertain markets

  09/15/2025
• 
  Set up “core and explore” strategies for flexibility

  09/12/2025
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  Monitor turnover rates in mutual funds

  09/09/2025
• 
  Balance tax-advantaged and taxable accounts

  09/04/2025
• 
  Schedule annual “strategy checkups” to adapt as needed

  09/02/2025
• 
  Test for correlation between portfolio components

  08/29/2025
• 
  Check for style drift in managed accounts

  08/26/2025
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  Reduce behavioral biases with pre-set rules

  08/23/2025
• 
  Build an investment policy statement to guide choices

  08/19/2025
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  Set clear exit criteria for each position

  08/17/2025