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Managing Investment Risk in Retirement

For years now, we here at ISI have highly recommended that for the purpose of planning withdrawals of retirement funds, generally speaking, it should be limited to approximately 3% annually of one’s portfolio. Additionally, I have never been a proponent of automatically adjusting one’s portfolio based upon age. Instead, I have always urged clients to have one’s specific goals and financial plan be the driver of how investments should be allocated. This brief, 3-minute video discusses both of these very important issues, and I’m confident you’ll find it of interest.