Mark Asaro

Mark Asaro, Chief Investment Officer of Noble Wealth Management, shares his expertise in liability-driven investing (LDI) for retirement portfolios. He discusses how LDI can help navigate sequence of return risk by matching retirement portfolios to clients' spending needs. Mark emphasizes the importance of using closed-end bond funds for income stability and adapting portfolios based on market conditions. He reflects on his firm's strategic adjustments during the 2022 downturn and redefines success in financial advising, prioritizing client well-being and financial stability.