Giving advice on investment portfolios without regard to a client’s age, family conditions and needs, is ridiculous. Everyone has a different investing time horizon and current and future income needs. Along with risk factors.
Those factors affect the choice and percentages of securities. And where bonds are chosen, the “duration” of the bonds and the practicality of low-cost fund automatic reinvestment of their earnings are paramount. (See the Earl J. Weinreb NewsHole® comments and @BusinessNewshole at Twitter.)
No comments:
Post a Comment