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 (PDF)
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.
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.