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Retirement Advisor: Don't Be A Statistic artwork
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Retirement Advisor: Don't Be A Statistic

SA For FAs

Sep 19, 201904:31Business

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...

About This Episode

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...

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Episode Details

Published Sep 19, 2019, 04:31 long, audio available.

Questions About This Episode

What is Retirement Advisor: Don't Be A Statistic about?

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.

Where can I listen to Retirement Advisor: Don't Be A Statistic?

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.

Which podcast is Retirement Advisor: Don't Be A Statistic from?

Retirement Advisor: Don't Be A Statistic is an episode from SA For FAs.

How long is this episode?

This episode is 04:31 long.

When was this episode published?

This episode was published on Sep 19, 2019.

Can I save Retirement Advisor: Don't Be A Statistic for later?

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Are there related episodes from SA For FAs?

Yes. This page shows related episodes from SA For FAs when more episodes are available from the podcast feed.

Quick Answers About This Episode

Where can I listen to Retirement Advisor: Don't Be A Statistic?

You can listen to Retirement Advisor: Don't Be A Statistic on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

Retirement Advisor: Don't Be A Statistic is from SA For FAs.

What are the episode details?

Published Sep 19, 2019 and 04:31 long