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Today on Wealth Office Hours, we’re talking about the stock market and how it plays a part in your overall financial plan. We’ll cover market trends, asset allocation strategies, why high-net-worth investors are increasing exposure to alternative assets, the pros and cons of public market investing, target date funds vs. the S&P 500, and more! We’ll also discuss the best-performing investments of 2025, common investing mistakes, and the ideal order of investing to build long-term wealth.
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