Remove Asset Allocation Remove Risk Management Remove Wealth Accumulation
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How Working with a Financial Advisor Helps You Retire with More Wealth

WiserAdvisor

Below are five benefits of working with a financial advisor and how they can help you retire with more wealth: 1. A financial advisor can devise an asset allocation strategy by gaining a thorough assessment of your financial landscape. This can help optimize your wealth accumulation while mitigating unnecessary risks.

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10 Ways to Diversify Your Investment Portfolio for Retirement

WiserAdvisor

Spread your investments across different asset classes Asset allocation involves distributing investments across different asset classes to balance risk and return. Asset allocation should evolve based on an investors risk tolerance and retirement stage.

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8 Questions to Ask Your Financial Advisor About Your Investment Portfolio

WiserAdvisor

For instance, if your goal is wealth accumulation, the financial advisor may recommend different strategies versus if your goal is wealth preservation. Therefore, one of the first things to ask a financial advisor should be if your investment portfolio reflects your needs.