You are here

Investment philosophy for a retiree client

Rebalancing portfolios allows one to reap returns and avoid stress of guessing where markets will be.

The year 2016 started with the continuation of sell-off in the emerging markets since 2015 due to fears of slowing growth in Asia. S&P 500 was also at all-time high at the beginning of the year. Then there were of course the fears over Brexit and the results of the US elections.

THIS is the fifth instalment of our retirement series. In my previous writings, I shared how I used our proprietary tool "RetireWell" to give our client, David (aged 59), a reliable income stream throughout his retiring years. (You can read the unedited version of the earlier articles at...

BT is now on Telegram!

For daily updates on weekdays and specially selected content for the weekend. Subscribe to