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September 12, 2024

In today’s show, hosts Shana Burt and Seth Udinski discussed the declining optimism among small businesses, as reported by the National Federation of Independent Businesses. They explored the challenges faced by small businesses, including inflation, high interest rates, and competition for workers. The hosts also addressed a listener question about balancing preferred stocks in a portfolio, advising on how to adjust fixed income and financial REIT allocations.

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Changing your plan may require you to select new sectors for certain stocks