A recession appears imminent, and you're a financial advisor managing a portfolio for a risk-averse couple nearing
Fantastic news! We've Found the answer you've been seeking!
Question:
A recession appears imminent, and you're a financial advisor managing a portfolio for a risk-averse couple nearing retirement. They have a significant portion of their wealth invested in a diversified mix of equity funds, but they're worried about a market downturn. How would you approach this situation, considering both short-term risk mitigation and long-term retirement goals?
Related Book For
Posted Date: