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"The Wall Street Journal" Articles
Weekend Reading: What's the Ideal Asset Mix in Retirement? Is It 70/30? 60/40?
The optimal asset allocation mix for retirement isn’t clear-cut. It depends on a multitude of variables specific to you, such as age, presence of other income sources and most certainly, your risk tolerance.
Weekend Reading: Older Americans Stockpiled a Record $35 Trillion. The Time Has Come to Give It Away
We are in the midst of our country’s biggest wealth transfer ever. Americans aged 70 and older now hold 27 percent of all U.S. wealth, and they’re beginning to pass it on.