Advisor Focus: Preparation, Not Prediction
September 13, 2023 by Doug Wolff
Financial advisors and their clients should have a continual focus on portfolio preparation, and not so much on prediction, as we look ahead to 2024 and beyond. Protecting clients’ assets by rethinking 60/40 portfolios and utilizing products that offer risk protection can help weather a variety of potential market outcomes. This is especially important for retirees.
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Originally Posted at Advisor Magazine on September 11, 2023 by Doug Wolff.
Categories: Industry Articles