How to Find the Right Asset Allocation for Your Retiring Client

Expert Opinion April 01, 2024 at 04:22 PM
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What You Need To Know

  • Before determining a proper mix, clients need to assess the costs related to their preferred lifestyle.
  • A bucket strategy allows you to put money needed soon into lower-risk investments while earmarking other money for long-term growth.
  • The overall asset allocation will likely become more conservative as the client ages.
hand pointing at a laptop screen with pen - asset allocation chart