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 PostsInfographic: Where Inflation Has Hit the Hardest, 2000-2025February 26, 2026No More Groundhog Day for Your Finances: Time for a Financial Wellness CheckupJanuary 29, 2026Is Front-Loading Your 401(k) a Smart Move—or a Cash-Flow Trap?January 27, 20262026 Annual Limits Relating to Financial PlanningJanuary 21, 2026ABLE Accounts Are Now Available to Millions More with DisabilitiesJanuary 15, 2026Year-End Individual Tax Planning OpportunitiesDecember 10, 2025