Posts tagged with: investment-based planning

Don’t Bet Your Retirement On Robo-Planning

  Robo-advisers are websites that provide automated low-cost investment in balanced portfolios. Typically, the portfolio balance is based on risk tolerance quizzes and/or client-supplied time horizons, two common but limited methods for establishing how much market risk to allocate to […]

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Fundedness: Should You Use an Investment-Based or a Goals-Based Plan?

Sometimes we talk too much about theory and lose touch with the everyday reality of what lifecycle financial planning is about. It’s a fair question for someone to ask, “What is a financial plan, and why do I need one? […]

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