"Jennifer Bellis, private wealth advisor at US Bank Private Wealth Management, is even more conservative. She advocates an equity portion that’s closer to 20% to 30% of the retiree’s portfolio, with an emphasis on dividend-paying stocks. She also puts her clients in real estate investment trusts and preferred stocks because of their income streams."
Link here.
Wednesday, November 2, 2022
Barron's - Retired? Here Are 3 Things You Need to Get Right.
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