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Published on: 06/26/2019

How to Talk to Clients About Asset Allocation and Truly Be Understood

Advisors take investment selection strategies for granted. But for some clients this advice can sound like a different language. Advisors may live in a 60/40 world. But clients don’t.  The long-standing hypothetical allocation between stocks and bonds (or some twist on that ratio) is said to bring the proper balance of portfolio risk and reward. Yet what should an advisor do when a client has her own view of risk exposure?

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