We believe in aligning your investments with your retirement plan and strategy. As you transition into retirement, there are a number of important decisions around social security, healthcare, housing, and lifestyle. Your investments should align with your holistic retirement plan to provide the appropriate mix of confident income in the short-term and growth in the long-term. Diversified asset mix: Your portfolio will be managed with a primary focus on asset allocation, using Modern Portfolio Theory principles. A diversified portfolio across multiple securities and asset classes provides you with the best chance of success. Diversification allows you to reduce unnecessary risk and focus on achieving your retirement goals.
Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.
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