The importance of asset allocation for retirement and estate planning

Asset allocation is one of the most critical decisions in building and preserving wealth, particularly as it relates to retirement and estate planning. The way investments are allocated across different asset classes not only determines the growth and security of retirement savings but also impacts how your wealth can be transferred to future generations. Importantly, asset allocation is not a static strategy — it should evolve over time to reflect changing financial goals, risk tolerance and estate planning considerations.

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