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Index:S&P 500® or Russell 2000®
Saver: Meet David
David is in his sixties, married, has three adult children and nine grandchildren. He is a partner at a successful law firm, and planning on retiring within the next five to ten years.
David accumulated a significant amount of assets for retirement, though like most investors, his portfolio took a hit in 2008. David was defensive after the crash, and realizes he is still over weighted in fixed income and cash instruments. Even though David has a relatively low risk tolerance, he recognizes the need for growth over the years leading to retirement. However, taking that leap back into equities causes him some concern.
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