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The person said, Kid dont tell me youre going to make me rich.
Just dont mess it up.
She emphasizes that good investing habits are more about maintaining the right mindset thanprotecting wealthlike a dragon hoarding gold.
He notes that there can be differences between what new and old money investors need to do.
For new money investors, building a strong foundation across asset classes is essential.
Meanwhile, wealthy families should revisit legacy holdings to verify they still align with their currentfinancial and life goals.
For both, a thoughtful, goal based plan provides more clarity, he said.
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