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Here’s how I’m adjusting my retirement portfolio for 2026.
Here’s how I’m adjusting my retirement portfolio for 2026. ❗Important – this assumes you’re at least 10 years from retirement and don’t need this money anytime sooner. Allocation: 80% equities / 20% bonds • Diversified across large-cap, with a focus on growth + AI/tech • Small and mid caps – both growth and value • Exposure to international & emerging markets • A small allocation to crypto (with intention, not hype) • Bonds focused on intermediate duration + Treasuries 🎥See video for a bit more detail. 👉 And 2 big reminders: 1️⃣ If more than 10% is in one asset class, pick more than one manager to reduce manager selection risk. 2️⃣ Look to ETFs over mutual funds to manage capital gains and for more flexible trading. As always, individual circumstances vary and confirming your risk tolerance is crucial before allocating your investments. It’s not about timing or predicting markets. It’s about aligning risk, diversification, and time horizon to build a diversified portfolio for the long term. So be sure you are talking with your financial planner to see what’s best for you. 👇For more money moves from a financial planner, hit follow. #FinancialPlanning #InvestmentStrategy #WealthManagement #RetirementPlanning #PortfolioDesign #ETFInvesting #HighNetWorth #MoneyMoves #SmartInvesting #WealthStrategy #MarketVolatility #AIInvesting #RetirementReady #PortfolioStrategy #MarketInsights
Thinking about selling a business? The amount you can bank on might surprise you.
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Thinking about selling a business? The amount you can bank on might surprise you.
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