Recommended equity vs bond/cash splits at different stages of life
Have you published any guidelines for your recommended percentage split between equities and bonds/cash as people age and approach retirement?
Terry Says
No, because everyone is different – different risk tolerance, different total assets, different income structures. You need a professional financial advisor who is not trying to sell you something — a FIDUCIARY, fee-only advisor — to give you advice based on a look at your entire situation.
Read this: https://www.terrysavage.com/pam-krueger-wealthramp/
