IT’S ALL IN THE MIX

Find the optimal asset mix. This step consists of selecting the efficient portfolio that best meets your risk and return objectives while satisfying the constraints you face. ... then, by retirement age, she should accumulate: $10,000,000 + ($2,000,000 ( 1.077) = $13,211,500. To generate $658,000 per year, a 5.0% return on the $13,211,500 would ... ................
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