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Hey Boomer, You’re Too Heavy on Stocks. How Pros Are Getting Retirees to Diversify.

When approaching clients with too much stock allocation, it’s important to break-down the risks through real-life examples like the tech-bubble burst and market crashes of ‘07 to ‘09. More from our CEO Ed Cofrancesco at @barronsadvisors:

https://www.barrons.com/advisor/articles/hey-boomer-youre-too-heavy-on-stocks-how-pros-are-getting-retirees-to-diversify-d42a2358?refsec=the-big-q&mod=topics_the-big-q

International Assets Advisory, LLC

111 North Orange Avenue

Suite 1000, Orlando, FL 32801

Phone: (407) 254-1500

Email: info@iaac.com

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International Assets Advisory, LLC strives to provide our investment professionals with access to a world-class financial services platform. We offer a global suite of products and services to help serve your clients.
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