We think that is a problem. There are several potential flaws to the Age + Answers = Allocation approach so many advisors follow. It limits growth in bull markets and doesn't necessarily protect in bear markets. We think there is a better way. A way that adapts to what the market is actually doing.
Could this be an approach that can work for your retirement portfolio? Book a call and find out if there might be a fit.
In order to Retire Strong there are three things your portfolio must provide for you and your loved ones:
WANT TO SEE HOW MUCH YOU ARE MISSING IN RETIREMENT FUNDS EACH YEAR?
We find an average of $35,000 of missing
retirement funds per year / per $1M.
Could your money be working harder for you without added risk?
You might be surprised.
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