What is the best asset mix for retirees?

Hint: It’s not 50-50. Consult with an advisor at Walton Financial Group

Walton Financial Group in Barrie, Ontario has advice about the best asset mix for retirees

It is generally advised that retirees should invest no more than 50% in stocks, and the rest in bonds. History suggests that this might not be the best approach. A 60-40 mix of stocks and bonds has outperformed 50-50 historically. It isn’t a 60-40 mix that should scare retirees but prolonged inflation.

Consult with a financial advisor at Walton Financial Group in Barrie, Ontario who will review your asset mix and offer suggestions as to its optimal arrangement.

Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. This What is the best asset mix for retirees? was prepared by Bradley Walton who is a Investment Funds Advisor at Walton Financial Group. a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this presentation comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability.

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