Press Release
Randy Allen Featured in InvestmentNews
May 9, 2018
Senior Wealth Advisor Randy Allen was featured in the article “Advisers push retired clients to embrace investment risk.”

The article highlights challenges faced by wealth advisers in helping clients who are in or nearing retirement to frame the idea of risk. Many retirees, say advisers, can become overly conservative with their investments, which may not be the best way to allocate assets especially given today’s interest rates that are still very low historically. KAR’s Randy Allen speaks to the importance of doing the “planning on the front end,” which can help clients see “the cost of getting too conservative” and help “reshape their feelings about risk.”


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