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Tom Betros, CFA, CFP®
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Wealth Advisor
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Join date: Jul 30, 2025
Posts (3)
Oct 20, 2025 ∙ 3 min
Am I invested in AI?
An article about investing in AI
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Sep 3, 2025 ∙ 5 min
Managing Risk in Your Retirement Portfolio
Discover how sequence of returns risk could make or break your retirement portfolio.
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Aug 22, 2025 ∙ 4 min
Why is Asset Allocation so important?
By: Tom Betros, CFA, CFP® Investors are imperfect beings who tend to make emotional decisions. There are several examples of emotional...
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