Longevity Part 2: Farewell to the A-Team

From Steve Tresnan, Private Wealth Advisor of The Bahnsen Group

In part one of this topic, we discussed human longevity and how living longer – along with the quality of one’s overall health – can increase the demand on one’s retirement portfolio. I also proposed the notion that the overall health and sustainability of a retirement portfolio is an aggregate of underlying components, tax structure, monitoring/rebalancing, and the stress (volatility, income/spending needs) placed upon it. In this part, we’ll begin to identify investments to help increase portfolio longevity. With this in mind, strategies that can help to achieve growth of principal and income, reduced volatility, and increased yield can have a lot of utility, but it’s seldom possible to find all of those attributes within a single strategy.

Links mentioned in this episode:

• http://example.com
• http://second-example.com

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