It's a Balancing Act

It's A Balancing Act Splash image

You’ve carefully weighed in your own mind how you want your retirement portfolio to look: just the right amount of your assets allocated to stocks versus fixed-income investments. You feel comfortable with the growth/income and risk profile of your portfolio, and you have carefully diversified your investments over all the investment categories, and even within each category. Then, inevitably, the market jumps up or down, and your portfolio is thrown completely off balance.

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Richard from Florida posted over 3 years ago:

How do I get an evaluation of my present investments to determine the right allocation and criteria??

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