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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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Pursuing higher growth for longer retirements

Discuss the need for equities in well-balanced retirement portfolios to manage longevity risk and outpace inflation with your clients.
Economic Expansions and Recessions
Equities are needed to pursue higher returns for goals with longer time horizons
 
  • More stable and liquid assets form the foundation of a retirement portfolio. They are typically used to pay for necessities such as food, housing and medical care.
  • Once a client's basic needs are addressed, they may be more comfortable with some equity exposure for "wants" and for longer-term legacy goals.
  • Compartmentalizing equities may help clients maintain consistent exposure and avoid emotional decisions as they encounter volatile markets or begin tapping into assets.
Discussion Slides
Life expectancy probabilities
Structuring a portfolio to match investor goals
Impact of being out of the market

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