They are currently at a 70/30 equities/FI+cash position which is perfectly reasonable for their age and plans (given the risk they are taking on the human capital front I'm not sure suggesting they take on more investment risk as you seem to want is wise anyway and could see suggesting less).
That said, without knowing what the country is and tax implications I'd hesitate to give specific suggestions.
That said, without knowing what the country is and tax implications I'd hesitate to give specific suggestions.
Statistics: Posted by avalpert1 — Tue May 14, 2024 4:47 pm — Replies 3 — Views 99
