Tag Archives: glide path
Income-Focused Strategy Indices Show Resilience in 2020 (Part 2)
In part 1 of this blog, we saw how falling real interest rates reduce the retirement income a given account balance can support. In part 2, we focus on how interest rate risk may potentially be managed through an income-focused asset allocation. The S&P STRIDE (S&P Shift to Retirement Income and Decumulation) indices measure the…
- Categories Fixed Income, Strategy, Thematics
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The Target Date Industry Needs Appropriate Benchmarks
Target date funds have seen tremendous growth. At the end of 2019, assets in target date mutual funds reached nearly USD 1.4 trillion, impressive growth from USD 256 billion a decade ago.[1] Other than a brief dip in the fourth quarter of 2018, the growth of assets has been fairly stable with an upward trajectory…
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Spending Too Little In Retirement?
Yes, you read that right. You might not be spending enough in retirement. It seems impossible after rigorously following savings plans during the course of your career in order to achieve that golden nest-egg to provide just what you need to retire. However, a problem arises when “what you need to retire” might not be…
- Categories Equities, Fixed Income, S&P 500 & DJIA
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