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The following posts are related to retirement planning. Scroll down to see more articles.

Using cash to manage risk and create alpha

An actively managed strategy that moves to cash in times of market stress can effectively mitigate risk, reducing drawdowns and overall portfolio volatility. This is especially important for clients in retirement who are taking regular portfolio...

Why ‘timing’ is critical for investment returns

There are many reasons that dynamic, risk-managed strategies can benefit investors of all ages. The impact of sequence of returns for retirees is one of the more important ones. “What if? A probability-based approach to market uncertainty,”  a recent...