Money For the Rest of Us

Three Approaches to Asset Allocation

07.22.2020 - By J. David SteinPlay

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What are the three primary ways to allocate assets and build a portfolio when saving for retirement or living in retirement.

Topics covered include:How saving for retirement and living in retirement differ.What are the expected return and risk of the Permanent, Golden Butterfly, and All Season portfolios.What are the pros and cons of a role-based permanent portfolio.What are the pros and cons of a strategic portfolio mix, such as the Bogleheads Three Fund PortfolioWhat are the pros and cons of an adaptive asset garden portfolio.

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