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How to Make Portfolio and Asset Allocation Changes
Money For the Rest of Us
Is There a Proper Asset Allocation?
He had been using our aggressive model portfolio as inspiration. He was leaning towards 75% in stocks and income strategy, including REITs with about 15 to 25% in bonds and cash. In the episode, I talked about other options to get really that safety first approach. Another option is fixed annuities which are sold by insurance companies.
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