Retirement Advisor: When Aggressive Is Excessive (Podcast)

Apr. 06, 2020 7:00 AM ET1 Comment3 Likes
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SA For FAs


  • Will retirees have the time to see their stocks recover?
  • Retirees near the end of their retirements will probably be fine.
  • For the rest, their ability to hold out for the duration of this bear market likely depends on whether they reserved a few years’ worth of stable income.
  • Fidelity data on its 30 million retirement accounts suggest that boomer investors especially tend towards aggressive stock allocations.

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An investing culture geared toward aggressive stock allocation fails to consider the risk of insolvency that spikes precisely at times such as the present.

This podcast (6:20) suggests that retirement investors make stability as important a goal as growth to correct this common and fundamental problem.

This article was written by

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GIL WEINREICH - Author of "The Mentor," a unique parable for financial advisors and those who aspire to become one. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics. Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report. I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
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