TITLE

Design a retirement portfolio to beat inflation

PUB. DATE
October 2006
SOURCE
Consumer Reports Money Adviser;Oct2006, Vol. 3 Issue 10, p9
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article presents the views of Dave Polstra, co-founder of Brightworth, regarding the way to design a retirement portfolio comprised primarily of stocks. Due to inflation, retirees could preserve their principal money by investing it. The retirement income should be divided into two, 60% in stocks and 40% in fixed-income investments. The equity portion of the portfolio should be invested in mix stock funds, while the fixed-income section should include tax-free municipal bonds.
ACCESSION #
22535410

 

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