Monday, February 19, 2024

Time to Reduce Your Investment Risk?

With the S&P creeping up over 5,000, it may be time for retirees to look into decreasing their investments in risky assets, especially if their Floor Portfolio of non-risky assets/investments does not cover the present value of their expected future essential expenses. 

You can read more about what we consider to be the most important planning decision in retirement in our post of October 16, 2022.