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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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    Guide to Retirement
     
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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
Equities are an essential part of well-diversified retirement portfolios
 
  • The key to investing during retirement isn't to avoid risk, but to diversify it.
  • Due to rising life expectancies, even retirement-age clients may have time to pursue the long-term equity returns needed to outpace inflation and protect living standards.
  • A properly diversified portfolio enables retirees to spend more liquid assets during volatile periods, giving longer-term investments time to recover.
  • Discussion Slides
    Dollar cost ravaging - timing risk of withdrawals
    Major asset classes vs. inflation
    Diversification
    Asset class returns

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