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Portfolio Checkup

An almost-retiree wonders if his investments are too risky Add to ...

Today's investor is a 67-year-old, self-employed sales rep who wants to retire in two years. He's been able to put away about $875,000 in investments using some blue-chip stocks and mutual funds. But he's concerned he's taking on too much risk given his age and planned retirement date. He's also wondering if he should be looking at investing in stocks and ETFs.

 

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