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How to Keep Track of Your Financial Plan

Our analysts also catch us up on recent fund flows, inflation protection strategies, and thematic funds.

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In this week’s podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.