Discuss her investments and her current asset allocation

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Question: Emma just turned 63 and has decided to retire. She has gone in to see her financial planner to discuss her investments and her current asset allocation. Her planner feels that there is a significant possibility that interest rates are poised to rise in the short term. As a result, she suggests that Yawen changes her current asset allocation from a 5% cash, 35% fixed income, 60% equity position to a 40% cash, 30% fixed income, 30% equity position. This asset allocation approach has a name. It is called: The life-cycle theory The 100% minus age approach Tactical asset allocation The mean variance optimization approach

Reference no: EM133555210

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