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The El Paso

Holistic planning is changing how Americans prepare for the future

Holistic planning is changing how Americans prepare for the future
Photo: KVIA ABC-7 · view original

By Jay Jackson for Abacus Global Management For decades, traditional financial advice operated on a straightforward formula: Build a diversified portfolio of stocks and bonds, beat a benchmark index, and harvest returns. Financial advisors proved their worth by helping their clients pick winning...

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