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This is the last instalment in my series on building your own investment approach and I highlight how you can adjust your portfolio to increase your expected returns over time; investing in small cap and value stocks.

Schedule an intro call for the Cedar Point Pathway retirement planning process - 2 Spots open in April 2026

📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending,  saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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