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Employment & the Fed
Navigating fiscal uncertainty
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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
Most baby boomers expect to continue working during retirement, but not everyone will be able to
 
  • 69% of U.S. workers plan to work past age 65, but only 25% of current retirees actually did work that long due to health problems, employer issues and family obligations.
  • Retirement plans should include "what if" scenarios that account for the possibility of drawing less income from paychecks — and more from portfolios.
  • Investors may need a broader mix of yield-generating assets to sustain a high level of income and maintain living standards throughout retirement.
  • Discussion Slides
    Managing expectations of ability to work
    Structuring a portfolio to match investor goals