◀ The Principal Blog

Posts tagged ‘Financial Professional’

Put Your Practice into Higher Gear



Hard to believe it’s already May. If it seems like the ideas you had for your practice this year aren’t quite panning out, it may be time for some adjustments to your practice management process.

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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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