NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey

'New Portfolio' Pitfall to Avoid

Nov 14, 2011 / By William F. Nicklin
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This seasoned advisor recently took over a large, broadly diversified account. His first take was that the holdings were about as volatile as the S&P 500 over the past year. His second take was the introduction to a new term: naive diversification. Learn about his game plan for the account.

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