We live at the apex of human civilization. We carry trillions of bits of high-quality data in our pockets at all times. Despite these advantages, our decision-making process evolved little since our days as tribal “hunter-gathers.?
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When a client retires, we split their portfolio into three buckets: Risk Assets, Fixed Income, and Near Cash. We invest the client’s assets such that the Risk Bucket represents 60-70% of their portfolio, invested in faster growing but volatile US and international equities.
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