TITLE

The Future of Retirement Investing

AUTHOR(S)
Ulivieri, William
PUB. DATE
September 2009
SOURCE
Journal of Financial Planning;Sep2009, Vol. 22 Issue 9, p36
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on the author's discussion on the future of investment and its implications for investment retirees in the U.S. He notes that recent poor market activity are accountable for erasing efforts of wealth building by investors who are or in near retirement. He points out future retirees are knowledgeable in reducing their portfolio of stocks and mutual funds into one that produces as much income as possible during retirement. He projects that investors will desert upside gains as substitute for reduced portfolio volatility and income generation which means more exchange traded funds for one's clients in the future.
ACCESSION #
44142254

 

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