Declining Or Rising Equity Strategy In Retirement?

Traditional retirement planning calls for gradually reducing an investor’s equity allocation and increasing the allocation to safe bonds.

Perhaps the most well-known example of this concept is the adage that your stock allocation should be equal to 100 minus your age (or with now-longer life expectancies, 110 minus your age). The gradually declining equity (DE) allocation strategy is used by typical life cycle funds, or target-date funds.

Read the rest of the article on ETF.com.

©2024 JMF Capstone Wealth Management