Research Summary

  • Estate Planning

Stop Reacting, Start Planning

Chief Investment Officer, Bernstein Global Wealth Management
April 25, 2012

The best thing you can do to secure your financial security is to adopt a sound investment plan customized to your individual circumstances.

Of course, there’s no single, perfect path for achieving your goals. The right path for you depends on where you’re starting from, where you’re headed, and your tolerance for the inevitable volatility you’ll encounter along the way. It’s critical to find the asset mix that fits your profile and helps ensure that you’ll have enough money to support your lifetime spending needs.

Do it now. Today’s low interest rates and taxes make many wealth-transfer strategies unusually attractive. These favorable conditions are unlikely to last for long.

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