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Tailoring asset allocation to your situation

Jul 28, 2020 |

Have you made sure your investment portfolio is comprised of assets that are the right ones for you? While an oft-cited guideline matches your asset allocation to your age alone, experts suggest there are other factors to consider when building a portfolio specifically for you. Andrew Crowell, Vice Chairman of Wealth Management for D.A. Davidson, provides his thoughts on situation-specific portfolio construction in “Finding the Right Asset Allocation for You,” a U.S. News & World Report article written by Coryanne Hicks.

Read the full article here.