Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.
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Baby Boomer investors should seek to take on less risk as they age and approach retirement if they’re not already retired. Undoubtedly, growth is still very much important to a retiree’s nest egg.
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As baby boomers continue to retire in droves, they are likely to consider downsizing their living arrangements to accommodate their new lifestyles. While they have the highest portion of wealth ...