Rochelle Croach Rodriguez’s Post

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Senior National Account Manager - Segment Lead National Accounts, Retirement at Capital Group | American Funds

What did our analysis of 1,400 advisor portfolios reveal? This article points to key trends and challenges facing investors in early 2024 for your #AssetAllocation and #PortfolioConstruction. Important disclosures: https://bit.ly/2JzEDWl .

Key trends in advisor portfolios: May 2024

Key trends in advisor portfolios: May 2024

capitalgroup.com

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