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Portfolios get changed because of life events far more often than because of market events.
Drawn from what Ben Carlson said
A private bookmark. Not a position, and never counted.
What Ben Carlson actually said
Word for word, with the source under each one. They did not write this page.
Director of institutional asset management at Ritholtz…
One of the biggest lessons I’ve learned working in wealth management all these years is that portfolio changes in client accounts happen more frequently from life events rather than market events.
Where this was said
↗How to Invest When Your Portfolio Gets Biggerawealthofcommonsense.com
All 2 korrents from this piecethis one is 1st
Added to korrents 3 Sept 2026 · How quotes work · Something wrong? Tell us
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