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If you were conservative and had some money to invest and a financial planner told you 35% in equities and 65% in bonds, is that a realistic blend for a 55 year old? Can you provide some additional guidance?


ANSWER


The BIDaWIZ Team's Answer:

Yes; that is a plausible investment structure. As you near retirement

age, your goal is to protect, and preserve, your investment capital;

rather than subjecting your principal to a risk of loss, in an equity

position.

The BIDaWIZ Team

 

 

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