Several portfolios for retirees but much more

[FD1000]

Charles Lynn Bolin is a new writer at MFO and one of the best that I have seen because he actually does a lot of work and comes up with real solutions you won't find anywhere else.
(link)

This article is set up in the following sections, so readers may skip to sections that interest them. Key points are added at the beginning of each section for those who want to skip ahead.



Section 1 of this article is an introduction to preparedness for retirement

Section 2 covers the investment environment to determine allocations

Section 3 covers the dilemma of investing with high valuations and low-interest rates

Section 4 looks at simplifying the portfolio as a partial solution to aging.

Section 5 covers the role of financial advisors and managed accounts

Example below

Attachments:

[Chahta]

I will read this once I have more time. Section 3 pertains to another thread here.

[steadyeddy]

Jan 4, 2021 19:08:57 GMT FD1000 said:

Charles Lynn Bolin is a new writer at MFO and one of the best that I have seen because he actually does a lot of work and comes up with real solutions you won't find anywhere else.
(link)

This article is set up in the following sections, so readers may skip to sections that interest them. Key points are added at the beginning of each section for those who want to skip ahead.



Section 1 of this article is an introduction to preparedness for retirement

Section 2 covers the investment environment to determine allocations

Section 3 covers the dilemma of investing with high valuations and low-interest rates

Section 4 looks at simplifying the portfolio as a partial solution to aging.

Section 5 covers the role of financial advisors and managed accounts

Example below

Good article, FD! Thanks for sharing. I own Wellesley as my core/largest holding. I also hold Fidelity Puritan as my aggressive fund. Cash is my defensive position.