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[DOC File]CHAPTER 26: MANAGING CLIENT PORTFOLIOS
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The investment focus for her Savings Portfolio should be on growing the portfolio’s value in the interim in a way that provides protection against loss of purchasing power. Her 3% real, after-tax return preference implies a gross total return requirement of at least 10.8%, assuming her investments are fully taxable (as is the case now) and ...
401k conservative moderate or aggressive

The Toro Company
Type of Reporting Person.Investment Advisor (IA) Check the following box if a fee is being paid with this statement() SCHEDULE 13GPage -2. Item 1 (a).
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[DOC File]Retirement Readiness
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An aggressive portfolio typically has up to 30 percent allocated to small cap and 10 percent to international funds. Sally is already aware of the need to decrease risk as retirement approaches. We discussed some of the potential risks that could keep Sally from meeting her retirement goals.
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[DOCX File]Assessing Your Risk Tolerance - Personal Finance
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Realize that determining your asset allocation targets is one of the most important determinants of portfolio return, and as such, it should be done carefully. There is a three-step process for determining your asset allocation targets: (1) Determine your initial allocation between stocks and bonds (and cash).
401k aggressive or moderate

[DOC File]Thrivent Aggressive Allocation Portfolio
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401k_employee.html) for an example demonstrating the long-term effect of fees and expenses. Please note, however, that fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions. Thrivent Moderately Aggressive Allocation Portfolio. Performance
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[DOC File]Thrivent Aggressive Allocation Portfolio
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401k_employee.html) for an example demonstrating the long-term effect of fees and expenses. Please note, however, that fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions. Thrivent Moderately Aggressive Allocation Portfolio. Performance
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Aggressive 401k portfolio