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Asset Allocation Mistakes You Can Avoid

Asset Allocation Mistakes You Can Avoid

by Ethan S. Braid, CFA | Feb 15, 2025 | Asset Allocation, Blog, Investment Risk

There are many mistakes you can make when selecting an asset allocation strategy for your retirement.  In this article we will review two serious mistakes an investor can make with their asset allocation strategy. Selecting an asset allocation that does not match...
Asset Allocation for Retirees

Asset Allocation for Retirees

by Ethan S. Braid, CFA | Feb 14, 2025 | Asset Allocation, Blog, Investment Risk, Retirement Planning

Choosing an asset allocation is a key decision in any retirement plan. With over 25 years of experience as a financial advisor, I have found that many retirees do not know how much they can make or lose with different asset allocations. The focus of this article will...
Asset Allocation Risks You Need to Know Now!

Asset Allocation Risks You Need to Know Now!

by Ethan S. Braid, CFA | Feb 13, 2025 | Asset Allocation, Blog, Investment Risk

Stocks have been in a bull market for sixteen years. Many investors have forgotten what it is like to experience a recession. The current environment reminds me a lot of the year 2000. By the year 2000, the stock market had been in a bull market for eighteen years....
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