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Jonathan Thomas Discusses Investment Pitfalls with Moneywise

Private Wealth Advisor Jonathan Thomas, CFP® shared insights with Moneywise on common investing mistakes, discussing diversification in investment portfolios. He emphasized that maintaining 25 to 30 stocks strikes an optimal balance, warning against both under- and over-diversification. Jonathan suggested that investors consider transitioning to index funds for improved management and tax efficiency once a certain number of individual stocks are reached.

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