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Financial Advisers Need to Tailor Advice Around Risk, Client Goals

Why Traditional Retirement Investing Is Broken

Why Traditional Retirement Investing Is Broken Why Traditional Retirement Investing Is Broken Thanks to low interest rates, the 60/40 mix of stocks and bonds no longer works. What s an investor to do? When I became an investment adviser more than 40 years ago, there were a few tried-and-true rules for where to put your long-term savings. For example, subtracting your age from 100, then putting that percentage of your assets into stocks, the rest into bonds. Another popular rule was the 60/40 rule: 60% of your savings in stocks, 40% in bonds. The idea was to achieve growth with the stock portion, and income with bonds.

Low-Risk Ways to Earn More on Your Savings

Low-Risk Ways to Earn More on Your Savings Low-Risk Ways to Earn More on Your Savings How the heck are you supposed to keep your savings safe and still earn interest? Here are a few ideas. Not too long ago, a conservative investor could easily earn 5% in an insured bank account, or 8% on risk-free Treasury bills. But as today’s savers are only too well aware, those days are long gone. Today, banks are paying nothing, or close to it. And Treasury notes? Agree to lock up your savings for 10 years, and Uncle Sam will still offer you less than 2%.

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