Yielding Results: a framework for managing your short-term asset allocation

JM Blog image June 2018The development of an appropriate short-term asset allocation is an often overlooked but important aspect of financial planning and should be addressed as part of a comprehensive savings strategy. Maintaining adequate savings allows you to recover from temporary setbacks, such as a job loss, and pay for unexpected expenses without dipping into retirement savings or testing the upper limits of your credit card. A linchpin of financial stability, a thoughtful short-term asset allocation provides the security needed to optimize your long-term planning objectives. Continue reading

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