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By SMA Staff |
June 1, 2012
We have a system. We bought into a plan that automatically adjusts from stocks to bonds. So, at the beginning of every year, some of the more risky funds are sold and the money goes into bonds, so it’s safer.
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By Daniel Williams |
May 9, 2012
In a recent survey, we spoke with boomer clients to get their thoughts on diversifying their retirement accounts. Find out what they had to say.