Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.