Years ago conventional wisdom was that your portfolio should get more conservative as you age. One widely quoted rule of thumb was that the amount you should have in bonds should match your age. So a 60-year-old would have a 60% bond/40% stock portfolio, a 70-year-old would have a 70% bond/30% stock portfolio, and so on.
Many clients searching for a financial advisor aren’t certain what should be reviewed and discussed at their first meeting.
Atlanta Financial Associates, LLC
5901-B Peachtree Dunwoody Rd. Suite 275 Atlanta, GA 30328
Phone: 770.261.5380
Fax: 770.261.5381
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