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Last week's market action whipsawed investors. While the S&P lost 1.67% for the week, 60/40 portfolios lost .70% while multi-asset portfolios lost only .07%.
Safety should be the primary objective of target-date funds. Retirement orbits are too personal and unique for one product to successfully launch your clients into retirement.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025