Is Your Asset Allocation Too Aggressive?

#Morningstar #AssetAllocation #RetirementInvesting

Understand how much equity exposure you should have in your portfolio.

00:00 Introduction

00:22 How Your Risk Capacity and Risk Tolerance Informs Your Asset-Allocation Strategy

01:29 Why You Should Hold More Stocks With Long Time Horizon Goals

02:27 How to Find the Right Equity Allocation When Approaching Retirement

04:06 Why Retirees Should Have a More Conservative Portfolio When Taking Higher Withdrawals

05:02 Should Retirees’ Asset Allocation Change As They Age?

06:09 Should Retirees Maintain Different Allocations in Different Accounts?

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