Robyn Thompson is regularly featured in The Toronto Star’s “Money Makeover” series by Deanne Gage. In this recent post, Robyn helps a couple in their mid-fifties who have amassed $1.3 million in investments, but still need to pay off a loan and clean up and consolidate their investment holdings before they retire in a few years.
More diversification is not always better
© 2022 by Robyn K. Thompson. All rights reserved. Reproduction without permission is prohibited. This article is for information only and is not intended as personal investment or financial advice.