JMF Capstone Wealth ManagementDeclining Or Rising Equity Strategy In Retirement? – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Declining Or Rising Equity Strategy In Retirement? https://www.jmfcapstone.com/2016/08/01/declining-or-rising-equity-strategy-in-retirement/ https://www.jmfcapstone.com/2016/08/01/declining-or-rising-equity-strategy-in-retirement/#respond Mon, 01 Aug 2016 09:00:24 +0000 http://evolvemypractice.com/?p=3020 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)...

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]]> 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.

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