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Personal Investments • Re: Help with getting to a 3 fund portfolio

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Thank you,

I'm mostly confused as to how to balance this each year since there are so many factors. It would be easier if I only had three actual funds.

I also don''t know what to do with the WF stock. I know my old advisor would sell it and buy other things, but they never told me how or what.

Statistics: Posted by jeljohns — Tue Jan 14, 2025 5:31 pm



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