Better Investing

Case Studies

Note: The following case studies are based on hypothetical situations (not real people, but based on a careful analysis of a number of investors), and are designed to provide an understanding of how typical investors can both improve the return of their investment portfolios, and at the same time, reduce their risk, through better asset allocation. John and Judy John is a 62-year-old civil engineer who is looking to retire when he turns 65. His wife, Judy, is a 60-year-old school teacher, who intends to retire at the same time as John....

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