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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This inflation cycle has played out much differently than past cycles.
2024 started with concern over stock prices, focused on the widening gulf between the price moves of the “Magnificent Seven” tech stocks and the rest of the market.
An IRA (Individual Retirement Account) is a great opportunity for younger investors to save for retirement. IRAs come in two flavors, Traditional and Roth, the main difference being when taxes apply. While traditional IRA contributions may provide a current year tax...