Скачать или смотреть How To Build Your Retirement Portfolio With The Cash Wedge Strategy

One of the biggest challenges in growing your portfolio is setting aside adequate funds each month so you have enough invested when it's time to retire.

When you retire, you can start to think about how much you will need on a month-to-month basis to fund your cash flow needs while preserving your capital and weathering the ups and downs of the market.

That's where the cash wedge strategy may be a consideration. It allocates a portion of your portfolio to liquid, short-term, and low-risk investments in order to provide the required income for your retirement.

Keep watching to learn how a cash-flow strategy can work for your portfolio.

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Regan Schiller holds his Certified Financial Planner designation, Registered Retirement Consultant and Certified Life Underwriter designations.

These videos were produced while I was an Executive Financial Consultant with IG Private Wealth Management. As of September 27, 2024, my affiliation changed to Wellington-Altus Private Wealth where I have taken the role of Wealth Advisor.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.