1887

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

USD

 

Abstract

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.

Loading

Article metrics loading...

/content/monpf/2012/375/EJC118943
2012-04-01
2016-12-03
This is a required field
Please enter a valid email address
Approval was a Success
Invalid data
An Error Occurred
Approval was partially successful, following selected items could not be processed due to error