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LPL Financial 1......were you a teacher’s pet?
80% Subchapter-S corporation
1st of all money should never sit. The question is how should one be allocated in this market environment based on your clients Risk tolerance and objectives. It’s different for everyone. You need to define your strategy first. Good luck.
30% real estate (rental property), 25% non-qualified stocks, 20% Roth IRA, 15% traditional IRA/401k, 5% cash
40% 401k / 40% real estate / 15% non-qualified (ETFs, stocks, bonds) / 5% cash
*doesn’t include 529s for my children
80% stocks/bonds managed. 15% 401k 5% cash
98% stocks 2% 401k
50% Qualified in 80/20 mix MF, 25% physical real estate, 15% non qualified all stock portfolio,
10% cash
55@gycg