Subject: Allocating savings to products or investments (buckets) that have different elements of risk.

Uses: Many clients often have the majority or all of their savings allocated to only one type of investment that can cause them to be over exposed to risk of market losses. These two slides can be used in a presentation discussing the benefits of proper diversification.

Editable in PowerPoint: The background color can be changed. The image can be resized, re-positioned so that text can be added. Or, the slide can be copied and pasted on to another slide.

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