Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.