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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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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.
Economic Expansions and Recessions
Retirees spend disproportionately more on expenses that tend to increase the fastest
 
  • Compared to those approaching retirement, the average retiree spends almost twice as much on health care - and less on transportation, education and other categories with low historic inflation.
  • Advisors should factor in above-average inflation when planning a client's expenses, withdrawals and investments during retirement.
  • Well-rounded retirement portfolios include a meaningful allocation to inflation protection strategies with the potential to deliver long-term real returns.
Discussion Slides
Older individuals experience higher inflation
Spending and inflation
Major asset classes vs. inflation

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