In managing an investment portfolio aimed at both preserving and growing wealth, it’s critical to periodically revisit the various forces that could present a threat to those goals. 

  • We look at the risk of losing your money. 
  • Then we explore the risk of outlasting your money.  
  • Followed by a discussion of the risk of diluting your money.

Assuming a 2.5% annual inflation rate, an investor with $10 million in investments today would need to have just over $21 million in 30 years in order to maintain his or her current purchasing power.

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