Why Retirees Need a Balanced Portfolio

#Morningstar #AssetAllocationinRetirement #RetirementPlanning


The right retirement asset allocation can help retirees enlarge their lifetime withdrawals.


00:00 Must-Know Number Two: Maintain a Balanced Portfolio
01:40 Higher Yields Point Toward Value of Balance
03:00 Stock Returns Are Higher but More Variable
03:40 Bucket Approach Provides Balance
06:43 Sample In-Retirement Bucket Portfolios
8:18 But Buckets 1 and 2 Carry a Substantial Opportunity Cost

What to watch from Morningstar.
Should You Retire in a Bear Market or Bull Market?    • Should You Retire in a Bear Market or...  
5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings    • 5 Surprising Investments That Shouldn...  
What To Do With Your Cash Right Now    • What To Do With Your Cash Right Now  
The Best Investments for the Core of Your Portfolio    • The Best Investments for the Core of ...  

Read what our team is writing.
Christine Benz https://www.morningstar.com/authors/3...

Follow us on social.
Facebook:   / morningstarinc  
Twitter:   / morningstarinc  
Instagram:   / morningstar.  .
LinkedIn:   / 5161  

Tags
retirement planning, retirement, early retirement, retirement investing, bucket strategy for retirement income, christine benz bucket strategy, how to build a retirement portfolio, asset allocation, asset allocation in retirement