Uncertainty around the direction of inflation, interest rates, and the U.S. economy will continue to drive market volatility. Doug Wolff, the CEO of Security Benefit – a leader in the U.S. retirement industry – is my guest today to offer valuable insight on how to navigate this landscape for the remainder of 2023 and beyond.

The traditional 60/40 asset mix is facing several challenges due to that volatility. Both stocks and bonds were battered in 2022, and while both have come back a bit this year, the uncertainty makes it difficult to optimize portfolio allocations. Doug will discuss bond alternatives, like fixed-rate annuities, to diversify and de-risk client portfolios.

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Here is a link for more information about Security Benefit:

Security Benefit website - https://www.securitybenefit.com/splash-page

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