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Should I reduce my 82% stock allocation at 65?
In my 401(k) retirement plan, I’m 82% stocks. I’m 65 and still working. Should I be moving my stocks to bonds? -Bob While ...
Congratulations on your recent retirement and being in what sounds like a stable financial position. Your question is a simple but somewhat loaded one. The answer depends a lot on what you want and ...
The investment seeks a high level of total return consistent with an aggressive level of risk relative to the other MFS Asset Allocation Funds. The fund is designed to provide diversification among ...
Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...
So, for example, if you need to dramatically rework a portfolio's asset allocation, if you can concentrate those energies within the tax-sheltered accounts, the good news is that you can make changes ...
We began the quarter with a trade war and closed with a hot war in the Middle East with U.S. engagement, tossed in a debate over 'One Big Beautiful Bill' as well as a direct challenge to the ...
*Today’s High/Low is only updated during regular trading hours; and does not include trades occurring in pre-market or after-hours. Nasdaq Official Closing Price (NOCP)" is a process for identifying ...
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Ask an Advisor: I'm 5 Years From RMDs and Down 30%. Should I Stay Aggressive or Rebalance?
When I retired in September 2022, my 401(k) was invested aggressively (90/10 split between stocks to bonds) and lost approximately 30%. I left the 401(k) invested in mutual funds in hopes it would ...
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