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Tag Archives: Target Date Scorecard

May 21, 2018

A Risk of the “Participate but Protect” Mentality

I recently completed several meetings with financial advisors in Kansas and Tennessee. Traveling to meet with advisors in their offices or at events is something that I enjoy doing and informs my love of the work that our team does in advisor education. However, I am troubled by a reoccurring conversation that came up. In…

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