If employers are choosing to focus on educating their employees on how to build and manage an investment portfolio, then, it’s vital to get it right. This means starting with and emphasizing the basics of building an investment portfolio that has, first and foremost, a strong and balanced core allocation to growth and income investments, with the right amount of cash holdings (not too much) and, only when that is in place, the addition of aggressive growth investments.

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We are in the Wild West phase of financial wellness. No one area of financial wellness is emphasized by a majority of employers. For employers tackling financial wellness in these early stages, here’s my advice for cutting through the confusion.

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With the advent of artificial intelligence, which can identify patterns and relationships on a scale impossible for humans, institutions finally have the opportunity to overcome one of the biggest obstacles to engaging clients in their own financial wellness: the challenge of providing each client with the highly personalized, actionable advice they need, in the exact moment they need it.

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Imagine yourself feeling more secure and comfortable in the years to come when it comes to your finances. Making the right changes to your spending has the power make that happen. You can change the trajectory of your financial journey, and you can make the change starting now.

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