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Ballard, Biehl & Kaiser 5-Way Model Archetypes

April 8, 2018


  • May hold highly undiversified portfolio
  • Make their own decisions, reluctant to take advice


  • Recognize their limitations, willing to seek and take advice


  • Concerned about protecting their assets
  • May seek advice
  • As people age they become Guardians


  • Easy to advise, will listen and process information

Straight Arrow

  • Sensible and Secure
  • Willing to take on some risk

From → Economics

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