Is a Target Date Fund right for you? To put it in simple terms, it depends. Today we explain what the appropriate course of action is when approaching a Target Date Fund. From new investors to those more well-seasoned, we discuss what factors you should consider when deciding if you should use a Target Date Fund or select your own investment mix.

Time Stamps:

Introduction – 00:02

Listener question – 00:25

What is a Target Date Fund – 2:00

Salsa analogy – 2:52

How do the fees work – 4:05

Is it cheaper to replicate the blends vs. Target Date Funds – 7:30

Diversified Target Date Funds – 8:31

What is the right fit for you – 10:38

Conclusion – 13:18

LET'S CONNECT!

James

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Scott

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