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Making data-driven adjustments can enhance cashflow and profitability, ensuring sustainability for the firm and improved services for clients. Making data-driven adjustments can enhance cashflow and profitability, ensuring sustainability for the firm and improved services for clients.
I define long term as a minimum of seven years, personally preferring ten years as the minimum period. I also tell clients and readers of my blogs that if they like to trade stocks, buy or sell options or if they want to limit their investing to specific sectors or types of stocks, I am not someone they should retain or listen to.
So, let me set some ground rules for my clients and the people who read my blogs. The rest of this blog will provide an understanding of what the stock market represents and means for my typical client or the typical investor. 2023 was a good year for the stock market with all major indexes up. I refer to these as my typical client.
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