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Equity Allocations in 401(k)s

While stock allocations are often high in 401(k) plans due to the typically long-term time horizon of 401(k) investors, we have recently observed higher-than-usual stock allocations in general, and very high U.S. stock allocations in particular. The high

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The Cold Call That Changed My Life

Let me set the scene here. It was at the beginning of my career, and I was a 22-year-old female Financial Advisor at Morgan Stanley, where the average advisor at my office was 45, white, male and had an established clientele.

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