The Future

Life Stage Investing

What types of questions should I ask myself in order to determine how much of my portfolio I should allocate to equities?

According to experts at Morningstar, the following questions may help you determine your allocation of equities in your retirement portfolio. More “yes” responses mean you can devote more assets to equities; more “no” responses mean you should devote fewer assets to equities. The typical questions are:

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