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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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    Guide to Retirement
     
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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
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.
Discussion Slides
Life expectancy probabilities
Structuring a portfolio to match investor goals
Impact of being out of the market

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