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Retirement Tips For Your Portfolio

Retirement Tips For Your Portfolio

Schwab Network · Schwab Network

July 28, 20257m 17s

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Show Notes

Mindy McIntosh thinks the middle class is concerned about volatility and consumer health. She is helping near-retirement clients “take gains off the table” and become more tax-efficient. Nvidia (NVDA) has been her “main focus” in the AI sector, and she’s also looking at the energy sector and names like Exxon Mobil (XOM). Her portfolio strategies cover fixed income and removing risk.


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