Posted by & filed under Growth & Valuation, Industry Analysis.

Description: My partner and Rebalance IRA co-founder Scott Puritz recently gave an interview to USA Today sure to raise the hackles of thousands of retirement advisors: The typical 60/40 stock-and-bond portfolio is fast becoming a problem for millions of American savers.


Date: Dec 03, 2015


Questions for discussion:

  • What is the investing strategy recommended in this report?
  • Do you agree with this assessment and advice?

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