As others have said and will always say, you need to first find out what your risk tolerance is, timeframe until you will need the funds, and what other investments you have. I would recommend finding a fee-only or CFP advisor
I don't fully understand your question and the purpose of what this information is being used for . If you are a 401-k Plan Sponsors or Trustees, you need to fully understand the recent ERISA regulations when you
We really need to know your Personal Risk Comfort Level for starters. If you want to complete one, please visit our web page www.EndowmentWM.com and go to the Client Center Tab. In that section look for the EWM Client
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