Christopher Mellone, CFA, CFP®, AIF® | Source | Partner and Financial Advisor at VLP Financial Advisors
Christopher Mellone, CFA, CFP®, AIF®
Frequently quoted in CNBC, Barron's, and Investment News Magazine, Chris is passionate about global markets. He works with individuals and families to create strategic investment strategies that reflect their investment goals. He also works with his corporate clients to design and manage their company retirement plans as well as develop and deliver employee financial education. Chris leads VLP’s Investment Committee which meets quarterly to review our asset allocation and analyze our performance. His team works to identify any changes that need to be made in holdings or target asset allocations.
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VLP Financial Advisors
Partner and Financial Advisor
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Target-date funds work up to a point. So don't just set it and forget it
Depending on your full financial picture, a target-date fund may stop making sense as you get closer to retirement, some experts say.
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When you’re about 10 years away from retirement — say, in your mid-50s — you really need to be taking a holistic view and look at your whole financial picture. We believe a more customized asset allocation approach is needed for this segment [of investors].
