Preparing client portfolios for retirement is a time for optimizing and coordinating all the moving parts of the portfolio, built over the decades. The first step, said Dana Anspach, CFP and CEO of Sensible Money, is to stress-test pre-retirees’ portfolios to see how well their plans would hold up under a severe market decline or a
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via Tumblr Are You Testing Older Clients’ Portfolios?
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