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My wife and I are 66, and our financial adviser has us in 94% equities. Is this OK?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

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Brokerage Firms Are Pitching Separately Managed Accounts. Here's What to Know.

These personalized portfolios are increasingly being marketed to investors for their tax flexibility and upside potential. But beware of costs.

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