Investing goals

December 8, 2013 § Leave a comment


Editors and designers of quarterly investor newsletters face the daunting challenge of putting a fresh take on familiar messages. This chart from T Rowe Price offers a new way of looking at asset allocation over time. It tackles the idea with a free-form visualization. Note how the chart hinges on a zero base for when you plan to spend your money and fans out to the left and right to depict years before and after the goal. The chart depicts asset allocations but lets the key handle the sub-asset categories. It’s easy to read and it tells you a lot.


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