IT'S NOT ALWAYS ABOUT MONEY

May 24, 2014

As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses. Mutual fund managers have to favor either growth or principal preservation as they employ one of two strategies: “To” or “Through.”

Follow the link to read about the two strategies and consider which aligns with your investment priorities.

http://online.wsj.com/news/articles/SB10001424052702303409004579563901553619502