Conservative retirement portfolio

    • [DOC File]Is Your Retirement Portfolio on Track - bivio

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      Retirement is no longer automatic at the age of 65. Some plan to retire at 55 and others plan to never fully retire. But, the main determinant of when a person retires is no longer a question of when? ... Mike should become a more conservative …

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    • [DOC File]Thrivent Aggressive Allocation Portfolio

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      Thrivent Moderately Conservative Allocation Portfolio. Performance. Please note that an investment’s past performance is not necessarily an indication of how an investment will …

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    • [DOC File]Thrivent Aggressive Allocation Portfolio

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      An overly conservative portfolio can be just as risky as an overly aggressive one. If your portfolio grows at a rate slower than inflation, you could eventually have to dip into your principal. Keep …

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    • [DOCX File]Countdown to Retirement

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      c. holding a portfolio that is no longer adequately diversified. d. time involved in decision making. (c, moderate) 27. The "lockup" problem involved in rebalancing refers to the: a. problem that …

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    • [DOC File]Portfolio Size Effect In Retirement Accounts: What Does It ...

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      Thrivent Moderately Conservative Allocation Portfolio. Performance. Please note that an investment’s past performance is not necessarily an indication of how an investment will …

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    • American Funds Retirement Income Portfolio - Conservative - A ...

      The central theme of the lifecycle model of investing is that one’s portfolio should become increasingly conservative with age (See, for example, Malkiel, 2003) In retirement plans, this …

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    • Chapter 21

      Approaching retirement-age phase: As you near retirement, your portfolio becomes more conservative, moving toward more stable and liquid assets in order to help preserve your …

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    • [DOC File]Retirement Income Planning The Total Return Approach Vs ...

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      2. If retirement is far enough away--say, 10 years or more--tweak your investment mix so that it's more aggressive. Trade some of your bond funds for conservative equity funds, or swap high …

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