Broad asset allocation based on “risk scores” assumes more risk than aligning investments to fund specific goals. So, we take little risk with money you need soon, allowing the benefits of increased risk to mature over extended horizons. The longer investments have the greater the certainty of expected returns. Plus, you don’t have to worry about short-term market gyrations.
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Many people put off estate planning because it feels uncomfortable or overwhelming. But avoiding the conversation doesn’t make the need go away; it simply makes things harder for the people you care about most. A little preparation today can significantly ease the...
Learn how consolidating accounts, organizing your finances, and tracking your goals can help you build wealth, reduce stress, and gain control of your financial future.
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