Blog : portfolio

Retired Investors Alert | Event-based Portfolio Management

Retired Investors Alert | Event-based Portfolio Management

If you are retired or near retirement, then your number one priority when it comes to how your investments are managed has to be preventing significant losses.This is where Event-Based Portfolio Management can help.

In a previous article I explained the importance of real-time portfolio management as one important factor in minimizing losses.

In this article I will explain the importance of allocation and other portfolio decisions being based on events as opposed to some pre-defined calendar schedule.

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Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio Management

If you are a retired investor or near retirement then your number one priority must be protecting your wealth from significant losses. Since you no longer have employment income you are forced to depend on Social Security and income off of your investment portfolio. The total value of your investment portfolio is crucial to your ability to sustain that income throughout your lifetime.

Since you no longer contribute to your retirement portfolio, how can you expect to quickly recover from a loss of 10%, 20% or even more? Millions of retirees experienced bigger losses than that in 1987, again in the Tech Bubble crash of 2000-2003 and a third time in the Financial Collapse of 2008.

And few of them recovered. Wealth that took years to accumulate was wiped out virtually overnight—gone forever because few of them were able to earn much it back. Instead, they had to reduce their standard of living.

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