Portfolio - Investment Insights
Investment Portfolio Survival Test
Friday, February 1, 2013
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Partner Insights

Investing is a lifelong activity. Yet portfolios and, more broadly, asset allocation models, need to adjust over a client's life span: The portfolio an investor assembles as a 35-year-old is hardly appropriate for a 65-year-old client. It often falls to an advisor to ensure a post-retirement portfolio could handle the market's most violent swings.

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