Alisa Wolfson
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My partner and i is actually 66, and you will our very own adviser enjoys united states when you look at the 94% equities. We’re contemplating better assets, but he states to stay the category. Just what gets?
Question: My wife and i enjoys the senior years coupons having a brokerage, and in addition we provides a 99% likelihood of popularity of gaining all of our desires. We have been one another 66 and you will currently suit. Our collection allocation try 6% cash and 94% equities. I am very carefully wading toward 2024 viewing rising prices, market risk, rates, housing market, additionally the likelihood of recession. I’m will eventually you want to move our profile to help you safer opportunities, eg treasuries. The financial advisor constantly will leave it for me, however, seems we wish to stay in the market industry for now. What’s the correct course of action? What concerns can i getting asking on why this will be their testimonial?
Answer: No matter if the odds of success is higher, it looks like you have some issues about the amount of chance you are taking. Continue reading →