Advisor Case Study: How to Invest in Retirement

As clients begin to draw down their investments it is tempting to move away from volatility and growth to more stable investments. The danger is that they're trading one type of risk for another. In this webinar we explore investment strategies in retirement.

We challenge the standard advice of increasing bond allocation, discuss cash wedges and explore, through 2 case studies, how you can use the Adviice platform to find the right investment strategy for your retirement clients.

• 5:03 - Balancing Risks in Retirement
• 8:13 - Asset Allocation Fundamentals and Rules of Thumb
• 11:41 - Key Considerations around Investment Fees
• 16:18 - How Adviice Projects Future Rate of Return
• 21:12 - Case Study #1: Comparing Asset Allocation Strategies in Retirement
• 32:24 - Using AI Strategies to Test Asset Allocation
• 34:55 - Fundamentals of Sequence of Returns Risk
• 37:11 - Building a Cash Wedges Strategy with Adviice
• 40:04 - The Importance of Diversification
• 43:44 - Case Study #2: Managing Risk in Retirement

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities.