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Hey Boomer, You’re Too Heavy on Stocks. How Pros Are Getting Retirees to Diversify.

When approaching clients with too much stock allocation, it’s important to break-down the risks through real-life examples like the tech-bubble burst and market crashes of ‘07 to ‘09. More from our CEO Ed Cofrancesco at @barronsadvisors:

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Phone: (407) 254-1500


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