Banach Wealth Management Apr. 13, 2007 Letter

Life Cycle Funds
Simple One Decision Investment Portfolio Management
Key Points
  • Various factors encourage this concept
  • Many, but not all, young casual investors may benefit
    from this alternative
  • Major providers differ slightly in implementing
    their life cycle fund alternatives
  • Investors, who own substantial varied asset classes,
    may optimize their portfolios without life cycle funds

Link to full version BWM Letter

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