2min chapter

Animal Spirits Podcast cover image

Talk Your Book: Equities With Guardrails

Animal Spirits Podcast

CHAPTER

Investment Strategies for Retiring Baby Boomers and Wealth Accumulators

The chapter explores the significance of behavioral factors in investing, particularly for retiring baby boomers who rely on their investment portfolios. It emphasizes the difference between long-term savers and those nearing retirement, and discusses a fund strategy that caters to both wealth accumulators and wealth holders, offering a sensible way to stay invested and potentially safeguard against downside risk.

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