How Should Retirees be Invested?

Описание: The common investing belief for retirees is that they should invest more conservatively as they get older.

In this week’s video, Casey discusses asset allocation, rebalancing and how retirees might want to think about their different asset “buckets”.

0:00 - How Should Retirees be Invested
0:26 - Older Investors have a lot in stocks - WSJ article https://www.wsj.com/articles/older-in...
1:29 - Stocks are volatile
2:08 - Good performance skews investment allocation
2:36 - Rebalancing your portfolio
3:14 - Mix of stocks/bonds for retirees is critical

#retirement #retirees #investing

Mullooly Asset Management is a fee-only investment advisory firm located in Monmouth County, NJ. We work to educate our clients regarding managing the risk in their investments.

Tom Mullooly is an investment industry veteran of over 30 years. Prior to launching the "Mullooly Asset Show," Tom (along with his sons) recorded close to 200 podcasts and nearly 200 videos, which can be found on the site http://www.mullooly.net.

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