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For a recently retired couple in their late 60s. Assume all KYC including Assets/Liabilities, Cash Flow, Time Horizon, Investment Objectives, Risk Tolerance, Investment knowledge

User Atasha
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Final answer:

The investment strategy of a 30-year-old might differ from a 65-year-old based on their time horizon, risk tolerance, and retirement goals.

Step-by-step explanation:

The investment strategy of a 30-year-old might differ from a 65-year-old for several reasons. Firstly, a 30-year-old has a longer time horizon before retirement, allowing them to take on more risk and potentially earn higher returns. They can afford to invest in stocks, which have higher short-term volatility but historically provide higher returns over the long term. On the other hand, a 65-year-old who is near or in retirement may prioritize reduced risk and certainty about retirement income. They might opt for more conservative investments like bonds or a mix of stocks and bonds to preserve their wealth and generate stable income in retirement.

User Vicky Ajmera
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