The Problem With Investing By Rules Of Thumb

Posted: December 21, 2020

In this edition of Chart Talk, Tony Ogorek and Jeff Viksjo provide some insight into which type of investor is doing it right, target date funds or self directed investors.  To help explain, they use a chart to showcase the equity allocations for each type of investor by generation.

OWM provides financial planning, investment management, and retirement coaching to affluent individuals, business owners, and families.

Submit a comment below!

Your email address will not be published. Required fields are marked *