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BobMWCoach

November 19th

Thanks for your question. It is great that you are reviewing your asset mix. What determines an appropriate mix is your risk tolerance, total asset base, sources of retirement income beyond your personal assets, and retirement goals. This traditionally conservative mix may be appropriate for you. Please discuss it with your personal financial professional advisor.
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bparme

November 28th

The percentages are not cut and dry... A good CKA advisor whom is a fiduciary should be asking you 100's of questions like a doctor , to help set up Solutions to your needs , not selling you products , My Best Bruce Parmenter
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