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A Twist on the 70/30 Rule

A Twist on the 70/30 Rule

by Judy Carlson | Jul 6, 2023 | Blog, Financial Advisor, Investments, Retirement, Wealth Management

In the financial services industry, what is the first thing that comes to your mind when you see “70/30” rule? Most people immediately think it’s the stock/bond portfolio allocation. In other words, a 70/30 investment portfolio allocates: 70% of your investment...
Beyond Portfolios and Products: Discover Comprehensive Lifetime Wealth Management Planning

Beyond Portfolios and Products: Discover Comprehensive Lifetime Wealth Management Planning

by Judy Carlson | May 15, 2023 | Blog, Financial Advisor, Wealth Management

Is your financial advisor managing your assets, selling you products, or helping custom design and build your unique comprehensive, coordinated, holistic lifetime wealth management plan? What is the difference, you may ask? Managing Your Assets Many financial advisors...

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