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Investing - Theory, News & General • Fidleity told me to up stock allocation

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Hi I am 60 and my husband is 59. We have good pensions (about 120k/year starting in about 2 years) and around 2.5 million in retirement. Our fidelity advisor just told us to increase out portfolio from 60/40 to 70/30. He said they are changing their outlook at Fidelity. What do you think? And, now-at an all time high with uncertainty ahead?

He said just do it but I am wondering why the change and what to do.

Statistics: Posted by Sidneyplace — Tue Sep 17, 2024 2:32 pm — Replies 24 — Views 1001



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