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Greg Davies: "Rebalancing is smart. Rebalancing that accounts for changes in risk capacity is smarter."
When it comes to how a client should react to a fall in markets, then - as with a lot in financial advice - writes Greg Davies, it is not the answer that counts so much as the reliability of the process that got you there
Markets have fallen. A client calls their adviser. On their lips, a question perhaps as common as they come: what should I do? Some will want to sell in panic, fearing a further fall. Others will want...
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