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While many people successfully weathered the tech bubble, the recession that followed, 9/11, and the housing bubble, many others find the current economic situation combined with the market correction stressful. Our clients often hear "trust the pie chart." One central objective of our financial planning is to develop an asset allocation (aka the pie chart) that will help clients achieve their financial goals through the inevitable ups and downs of the economy and market. This month, we're taking a closer look at how that works.
If you missed our series on retirement, you can still access the issues. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.
If you would like assistance setting up a financial plan and asset allocation, we are here to help you stay On Course!