How the Real Economy Gains—and Loses—With Better-Informed Investors

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Helping Clients Understand 4 Pillars of Smart Investing

In this excerpt of his ebook advising baby boomers on the perils of simply maintaining a 60/40 portfolio, Ron Surz gives a clear, client-facing explanation of the value of asset allocation and three other keys to investment success.

Protecting Boomer Lifetime Savings: Annuities and Other Ideas

The main investment objective of baby boomers should be to protect their lifetime savings. Annuities do that, although locking in today’s low interest rates is undesirable. But there are other approaches that mitigate risk, too.