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Archive for June, 2024
Your Asset Allocation Depends On Your Financial Plan (and not the other way around)
~ Douglas R. Mewhirter, CFA, Senior Vice President – Portfolio Manager One of the most common questions an investor will ask an advisor is “how much of my money should I have in stocks vs. bonds?” From an investing point of view, that is one of the most important questions you need to ask. Stocks have earned the…