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Market Update

Asset Allocation When You Have Enough

What you'd like to achieve with any "extra" assets can help you calibrate your portfolio's equity exposure.

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. They were fortunate enough to amass a sizable portfolio through diligent saving, a frugal lifestyle, and inheritances from some family members who passed away. Because the inherited assets included numerous individual stocks, their total equity weighting is on the aggressive side--about 65% of the portfolio’s assets.