Henssler Associate Peter Lynch explains why we feel an investor’s allocation should be reflective of their liquidity needs rather than a formula. Share this post Share on FacebookShare on Facebook TweetShare on Twitter Share on LinkedInShare on LinkedIn Post navigationPreviousPrevious post:Applying the Ten Year Rule to Your 401(k) AssetsNextNext post:Rules on Opening a 529 Plan Account for CollegeRelated PostsPeer-to-Peer Payments Are Popular, but Be CarefulMay 21, 2025Don’t Get Played by a “Finfluencer”: Why Your Tax Pro Should Be Your First CallMay 14, 2025Retirement with a Road Map: The Role of a Financial AdviserMay 13, 2025Borrowers in Default on Federal Student Loans Face Imminent Collection EffortsMay 8, 2025The Changing Tax Picture for Student-Athletes and Donors in the NIL EraApril 30, 2025From Sideline to Bottom Line: Planning Makes the DifferenceApril 22, 2025