The Wall Street Journal Online:
Monday November 23, 2009 1:53 PM ET
-
Bank Notes | College Planning | Debt | Elder Care | Employment | Estate Planning | Health Care | Insurance | Marriage & Divorce | Real Estate | Retirement | Taxes
-
SmartMoney Magazine by Elizabeth O'Brien (Author Archive)
Retiring Soon? 4 Steps to a Better Portfolio
Previous
1
2
3
4
5
Next
Stocks: 50 percent (down from 60 percent)
For all but the richest clients, advisers still recommend that near-retirees rely on stocks for growth. They suggest putting 5 percent of assets in international stocks, 20 percent in U.S. value stocks, and 25 percent in U.S. growth stocks. Investors who are far behind their goals because of losses may need a bigger allocation so they can try to recoup, says Brian Pon, a certified financial planner in Corte Madera, Calif.
SmartMoney.com would like to invite you to visit our Variable Annuities Custom Resource Center.
Click here to find out more about this financial product and how it may apply to you.
Click here to find out more about this financial product and how it may apply to you.
Previous
1
2
3
4
5
Next
Follow SmartMoney on Facebook, Twitter & More:
Order ReprintsAdvertisements
-0.03
SmartMoney Mobile | Customer Service | Magazine Customer Service | Subscribe to SmartMoney Magazine | Your Profile | Contact Us
About Our Ads | Corrections | Custom Publishing | License Our Content | Media Kit | Press Room | Events | Site Map | Labs |
About Our Ads | Corrections | Custom Publishing | License Our Content | Media Kit | Press Room | Events | Site Map | Labs |
You Are Viewing: SmartMoney.com — Investing, Saving and Personal Finance.
