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Discussions

These discussion pieces highlight some of the key pages in the Guide to Retirement and provide important talking points to client conversations around relevant retirement and investment themes.

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Managing volatility in retirement

Explore various strategies for managing volatility in retirement portfolios: diversification, alternatives, and the need to address both immediate and long-term needs.

Preparing retirement portfolios for income needs

Discuss ideas for creating a retirement income stream and the need for yield-generating assets in retirement portfolios.

Protecting retirement portfolios from inflation

Discuss the importance of a broadly-diversified, risk-controlled approach to hedge the future effects of inflation on retirement portfolios.

Pursuing higher growth for longer retirements

Discuss the need for equities in well-balanced retirement portfolios to manage longevity risk and outpace inflation with your clients.