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.
Download the Guide
Guide to Retirement (PDF)
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.
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.