How do you know if your portfolio is truly working for you—or just giving you a false sense of security? Today’s conversation cuts through the noise around passive vs. active investing, dives into the real meaning of diversification, and reveals how emotional decision-making can sabotage your returns. Jason Edwards breaks down when each strategy makes sense, the dangers of chasing hot sectors, and why rebalancing and dollar cost averaging aren’t just buzzwords—they're essentials. If you've ever wondered whether your investments are really aligned with your goals, this episode is your wake-up call.

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Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.