Asset Allocation Financial Planning Medicine 
The Big Picture
APRIL 8, 2025
She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. Can we give every single one of your employees a free financial plan? So she’s seen this industry from all sides.
Investing Caffeine
MAY 3, 2023
Are you overly concentrated in one asset class, sector, or individual security? If you are over-tilted on one side of your financial boat, it could tip over. Risk Tolerance: What is your asset allocation? Thanks to the miracles of modern medicine, lifespans are expanding, with the pandemic caveat.
Fortune Financial
SEPTEMBER 29, 2022
As you move closer to your retirement date and assume you are on track to reach your financial goals, you may look at shifting your asset allocation to less risky assets like bonds, which also provide income streams and help preserve capital.
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