September 6, 2016 • Page 4 of 6
No. 3. Don’t talk about risk-weighted asset allocation: Talk about time-weighted asset allocation.
Determining the amount that goes into your client’s more aggressive asset classes is not so much a function of the client’s risk tolerance anymore, but a function of how long he or she has before the asset class is needed to provide income. First « 1 2 3 4 5 6 » Next
Determining the amount that goes into your client’s more aggressive asset classes is not so much a function of the client’s risk tolerance anymore, but a function of how long he or she has before the asset class is needed to provide income.
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