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A portfolio of 60% stocks and 40% fixed income is a common investment mix. But there’s nothing sacred about it. What is the performance difference with a 40-60 mix? Is that ever a better choice? Our expert looks at the numbers.
As you know, the time to get conservative is not when the market declines—that’s too late. For older clients who don’t have the time to weather a downturn, here are 12 ways to broach a move to a more defensive position.
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