Should your retired clients keep cash reserves?

04/21/2012 | Nerd's Eye View blog

Some investors prefer to keep several years of spending money in cash to protect against portfolio losses during retirement. An analysis found that the strategy is likely unnecessary for clients who employ a proper rebalancing strategy, Michael Kitces writes. However, keeping cash reserves can still offer important benefits such as helping clients stick to their investment strategy and improving returns under the right conditions.

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