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Show Notes
On this episode of Simply Money presented by Allworth Financial, Bob and Brian explain why reacting to headlines and trying to time market sectors—from energy to tech to gold—can derail your long-term plan, especially in fast-moving geopolitical environments, while also breaking down a push to bring private equity and crypto into 401(k)s, what to do with a major inheritance, how to coordinate deferred comp, smart charitable giving strategies, what’s really happening in Cincinnati’s spring housing market, and why your tax return holds key planning opportunities.
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