Posts tagged ‘asset allocation’

Goldilocks and the Three Glide Paths: Part 3 – No “Just Right”



Welcome back to the conclusion of the story. As discussed, with target date investment options, some glide paths can be “too hot”, some can be “too cold”, but there is no “just right”. Sorry to lead you on. But, I believe the answer lies somewhere between the “hot” and “cold”…

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Goldilocks and the Three Glide Paths: Part 1 – TOO HOT!



Much like Goldilocks looking for the right porridge, investors preparing for retirement have a great deal of choices and many are not “just right.” I’m the lead portfolio manager of The Principal target date series, and I’m going to use a fairy tale analogy to help explain the forest and…

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