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Our Best Investment Portfolio Examples for Savers and Retirees Our Best Investment Portfolio Examples for Savers and Retirees This series of model portfolios from Morningstar’s director of personal finance and retirement planning Christine Benz can help
10 Best Model Portfolios – Forbes Advisor Many investors find it intimidating to go through the process of building their own investment portfolio from scratch That’s why many financial advisors offer their clients model portfolios
5 Investments for Retirees and Examples of Portfolios - SmartAsset 5 Investments for Retirees When planning for retirement, it’s important to prioritize financial stability, predictable income and protection against inflation The best types of investments for retirees tend to focus on capital preservation and income generation, with less exposure to high-risk assets
What Should Your Retirement Portfolio Include? - Charles Schwab So, how do you build a retirement portfolio that serves both purposes? "It's all about striking the right balance between preservation and growth," said Rob Williams, managing director of financial planning, retirement income, and wealth management at the Schwab Center for Financial Research