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Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
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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.
Economic Expansions and Recessions
A more diversified portfolio offered the best of both worlds - higher returns with lower risk
 
  • An optimal portfolio captures returns from many different markets while limiting risk from any one.
  • Retirees tend to be less diversified, with underexposure to equities and alternatives and overexposure to bonds and cash.
  • Well-rounded retirement portfolios can include a broad mix of traditional asset classes, along with alternative strategies such as market neutral, real estate and commodities.
Discussion Slides
Dollar cost ravaging - timing risk of withdrawals
Major asset classes vs. inflation
Diversification
Maintain a diversified approach and rebalance

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