Sound View Wealth Advisors Managing Partner Melissa Bouchillon recently shared insights with U.S. News and World Report about the 100-minus-your-age rule for stock allocation in retirement. She highlighted that this rule oversimplifies retirement planning and emphasized the importance of considering factors like asset level, income needs and risk tolerance. Melissa stressed the value of a diversified portfolio tailored to individual goals rather than following a generic formula.

Read the full article here.