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Personalized life-driven investing is an investment approach that takes into account an individual's unique life circumstances, goals, and financial needs. It goes beyond generic investment strategies and considers factors such as future liabilities, desired lifestyle, and personal milestones. With personalized life-driven investing, portfolios are tailored to match specific objectives like retirement planning, funding education, buying a home, or leaving a legacy. This approach aims to align investments with an individual's life journey, providing a more customized and meaningful investment experience that supports their long-term financial goals.

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