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Oct 9, 2019 - 04:57
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Ronald Surz compares aggressive vs defensive approaches to target-date funds over the past 12 years. That period's historic bull market favored aggressive TDFs, as we'd expect, but the real news is that the defensive por...
Retirement Advisor: Don't Be A Statistic is an episode from SA For FAs. Ronald Surz compares aggressive vs defensive approaches to target-date funds over the past 12 years. That period's historic bull market favored aggressive TDFs, as we'd...
This episode belongs to SA For FAs.
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Published Sep 19, 2019, 04:31 long, audio available.
Ronald Surz compares aggressive vs defensive approaches to target-date funds over the past 12 years. That period's historic bull market favored aggressive TDFs, as we'd expect, but the real news is that the defensive portfolio continued to outperform for seven years, from 2007 to 2013. This podcast (4:30) suggests that it is calamitous to measure an individual retirement on the basis of broad-based population statistics. For the real retirees who began their portfolio withdrawals during the years 2007 to 2013, a defensive approach was a lifesaver.
You can listen to Retirement Advisor: Don't Be A Statistic online on Radio and Podcast. Open the player on this page to stream the available audio.
Retirement Advisor: Don't Be A Statistic is an episode from SA For FAs.
This episode is 04:31 long.
This episode was published on Sep 19, 2019.
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You can listen to Retirement Advisor: Don't Be A Statistic on this page when the episode audio is available from the podcast feed.
Retirement Advisor: Don't Be A Statistic is from SA For FAs.
Published Sep 19, 2019 and 04:31 long