Target Date Funds

19/04/2024 11 min Temporada 3 Episodio 3
Target Date Funds

Listen "Target Date Funds"

Episode Synopsis

In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans.  This can lead to many questions. What are target date funds?How does my asset allocation change over time?Do I need to rebalance the target date funds?Monterey Wealth answers all of these questions and more.