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Portfolio Makeover
Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago. She’s now wondering whether her money will last her to 95.
MoneySense, Julie Cazzin
December 2014
“June needs to optimize her tax efficiency and maintain a 60-40 split between her equity and fixed-income investments ” says Certified Financial Planner, Ayana Forward.
Full text: MoneySense Portfolio Makeover
Reuters Financial News
- 2015 Year-End Update
- Financial Advisor Newsletter March 2014
- Financial Advisor Newsletter: November 2012
- Financial Advisor Newsletter: VOL XV – November 2011
- Financial Advisor Newsletter: VOL XIV – March 2010
- Financial Advisor Newsletter: Business Owner Special Edition – December 2009
- Financial Advisor Newsletter: VOL XII – October 2009
- Financial Advisor Newsletter: VOL XI – July 2009
- Financial Advisor Newsletter: VOL X – December 2008
- Financial Advisor Newsletter: VOL XI – October 2008
- Financial Advisor Newsletter: VOL X – July 2008
- Financial Advisor Newsletter: Special - January 2008
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