Read our short guide to tactics, funnel stages, and cadence.
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You’ve been saving and investing diligently and now retirement is finally here. You may be at the end of the working stage of your life, but the investing stage continues.
How is it different from pre-retirement?
The biggest change is that you’ve probably shifted from a focus on growth and accumulation to one of preservation and income. This means avoiding one of the biggest threats to your nest egg — volatility. Since you don’t have time to recover from big market drops, and a lowering of portfolio values may impact your income stream, avoiding volatility is one of the keys to preserving your assets.
We go through some strategies that may help you mitigate the effects of volatility on your portfolio.
If you’ve been investing, you probably have a diversified portfolio already. However, your asset allocation was likely set up to track a more aggressive risk... ...
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