Markets tend to operate in cycles—yesterday's winners often become tomorrow's losers (and vice versa).
The most unloved asset classes can quietly become the best performers, while the most popular ones frequently disappoint.
Yet, many investors fall into the trap of assuming recent trends will continue indefinitely.
But markets don’t work that way.
No asset class outperforms or underperforms forever.
To help you avoid falling into this trap (and make more informed portfolio decisions), I’m sharing key takeaways from Vanguard's 2025 Market & Economic Report in this episode.
I’m also sharing 5 actions retirement savers can take right now to prepare for success over the next decade and beyond.
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Looking to hire a financial planner with retirement & tax planning expertise?
My team and I only have a few more openings for Discovery Meetings with new clients.
If you're seeking professional help, we would love to have a conversation!
👉 Learn more about our process and grab one of the remaining slots.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
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📘 Check Out the Retirement Podcast Network
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