The Value of Advice: The Argosy Perspective on Retirement Income

The Value of Advice: The Argosy Perspective on Retirement Income
Generating predictable, inflation-adjusted income In retirement is an important topic for many of our clients.

The Argosy Perspective on Retirement Income
At Argosy Wealth Management, we are always working to prepare for stock market declines and the potential impact on our clients’ retirement. Our philosophy is that the best way to take control of volatility is to prepare for it in advance.

Our research on retirement income led us to a strategy for generating predictable income with a higher probability of providing an inflation-adjusted income throughout retirement.

Our strategy is similar to the one that pension funds have been using for decades called Liability-Driven Investing. We believe it is necessary to have a fully flexible strategy for retirement income that involves allocating assets to generate predictable income, while taking into account other goals such as portfolio growth and liquidity.

Additional Information
Here is a link to a Harvard Business Review article that shares some insights from Nobel Laureate Robert Merton concerning a different way to think about investing while in retirement.

Investment advisory services offered through Argosy Wealth Management dba North Ranch Financial Group, an SEC-registered investment adviser.
Custody and other brokerage services provided to clients of Argosy Wealth Management dba North Ranch Financial Group are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.