COVID-19 & Your Investments
Insights to Help You Navigate this Unprecedented Period & Stay on Track with Your Goals.
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.
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