![]() This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. *Investment advice is available through TIAA using an advice methodology from Morningstar Investment Management, LLC. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. TIAA Traditional is a guaranteed insurance contract and not an investment for federal securities law purposes. There is no guarantee that asset allocation reduces risk or increases returns.Īny guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability. We cannot guarantee the suitability or potential value of any investment and we are not responsible for any losses incurred on any investment. Nothing contained herein is a recommendation to buy, sell or exchange any fund or account. In addition, your circumstances may change over time so review your financial strategy periodically to make sure it continues to meet your goals and needs. It's therefore important that you consider your entire personal financial situation in evaluating the proposed portfolio. ![]() In considering these model allocations for your portfolio, keep in mind that they do not take into account your other assets or other sources of retirement income. ![]() It is up to you to implement this asset mix if you choose to do so. The ultimate decision on asset allocation is yours to make. There is no assurance that the goals will be met. All examples used are hypothetical and are designed for illustrative purposes only. Your circumstances are unique and you need to assess your own situation and consult with an investment adviser to receive personalized advice. 1These asset allocation approaches are intended to serve as educational tools to help you identify a mix of assets that may be able to help you meet your investment goals and should not be deemed to be investment advice.
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