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Guide to Retirement
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Employment & the Fed
Navigating fiscal uncertainty
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Headlines
Employment & the Fed
Navigating fiscal uncertainty
European Markets
U.S. Recovery
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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
     
    "On the Bench" Slides
     
 
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Generating and diversifying retirement income

Discuss ideas for creating a retirement income stream and the need for yield-generating assets in retirement portfolios.
Economic Expansions and Recessions
It's human nature for investors to compartmentalize portfolio holdings for specific purposes
 
  • Start at the bottom of the pyramid to make sure clients have stable assets for the basic needs: then move up to the "wants" and legacy plans with longer time horizons.
  • Many income allocations are under-diversified, often limited to a single U.S. bond fund.
  • A broader, more global approach to income investing may produce higher yields for current needs as well as long-term total return potential for future goals.
  • Discussion Slides
    Managing expectations of ability to work
    Structuring a portfolio to match investor goals