Matson on Urgent Portfolio Rebalancing: ‘Easy to Say, Hard to Do’

Mark Matson brings up the old saw, “Those who don’t learn from history are doomed to repeat it.” He looks at market busts of the past and talks about how he’s seeing many families’ portfolios full of the Mag 7 without being prepared “for that type of risk or volatility.” He brings up investing strategies to continue instead, citing “Nobel-prize winning research” around returns on small companies.

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