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)
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.
Clients typically underperform because they move in and out of equities in an attempt to time markets
- Establishing clear objectives and risk tolerance is vital to keeping clients invested long enough to capture the market's full potential.
- Even younger clients with longer time frames may now be tempted to time markets or avoid equities, increasing the risk of missing out on returns.
- Diversifying equities as part of an even broader portfolio can help avoid the dramatic fluctuations that cause investors to overreact and underperform.