We recommend a diversified portfolio of low-cost index funds based on your personal and financial profiles and goal length. We review this information quarterly and we will let you know if there is an updated portfolio recommendation based on any profile changes. Your retirement target date will play an important role on the recommendation. For example if you have 30 years left before retirement your recommended portfolio will be different (more aggressive) than if you have 5 years left before retirement (more conservative).

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