Don’t Accept Cookie Cutter Portfolios From Your Advisor
Retirement Coffee Talk · Charisse Rivers
April 19, 20256m 14s
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Show Notes
60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be more customized?
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Topics
retirement planninginvestment strategiesfinancial advisorportfolio management60-40 portfolio40-30-20-10 strategymarket fluctuationsasset allocationfinancial confidenceretirement income