In the News

Title

Comfortable Aging

Document Type

Article

Publication Date

6-19-2015

Abstract

As individuals age, the traditional historic approach to portfolio construction has been to reduce equity and other "risky" investments and increase fixed income investments. In a simplistic illustration, some use the following rale of thumb: Subtract your client's age from 100 and the result is the amount that should be invested in equities, with the balance invested in fixed income.