n Personal Finance Newsletter - What it means to take a long-term perspective : investment insights

Volume 2012, Issue 375
  • ISSN :



I recently reviewed the investment portfolio of a new client's retirement annuity fund. The client has been invested in a RA since the late 1990s, and currently has about 20 more years to go to retirement. Unfortunately, his adviser had put the bulk of his portfolio into cash and had a small exposure to growth assets.

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