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    Baby Boomers’ Overexposure to Stock Market: Finding the Right Balance | FinOracle

    Market Trends & Social Media Insights – October 12, 2024 18:28

    Baby Boomers’ Overexposure to Stock Market: Finding the Right Balance | FinOracle

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    Baby Boomers’ Overexposure to Stock Market: Finding the Right Balance | FinOracle

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Baby Boomers’ Overexposure to Stock Market: Finding the Right Balance

As baby boomers near retirement, they may need to reassess their stockholdings. 37% have more equity holdings than recommended, raising concerns about potential market losses. Advisors suggest rebalancing portfolios and considering risk factors such as inflation and outliving savings. It's important to have the right asset allocation mix based on individual goals and risk tolerance. Financial advisers can help make these decisions.

by Mark Eisenberg
Sat, Aug 12, 2023 6:30am
in Stock Market
• 2 mins read
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Baby Boomers’ Overexposure to Stock Market: Finding the Right Balance | FinOracle

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Is it Time for Baby Boomers to Reconsider their Stockholdings?

As baby boomers enter retirement, it might be time for them to take a closer look at their stockholdings. According to Fidelity Investments, 37% of baby boomers currently have more equity holdings than recommended for their stage in life. This raises concerns about the potential risks they may face as they transition into retirement.

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Tags: AIARAsset allocationBaby boomersBalanceCashEUFidelity InvestmentsFinancial adviserInflationInvestmentInvestorLongevity riskMarketMoneyPensionPotentialReal estateRetirementRiskS&P 500StockStock marketStrategyTireUSWealth management
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