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We are five years into an economic recovery. We are supposed to be worried about growing inflationary pressures, yet it is a persistently low rate of inflation that has captured the attention of policy makers. Here's what you need to know when client questions arise.
It's often a matter of luck whether a client retires in a low inflationary environment or a high one. But when you're planning 20-30 years out, you need to prepare for inflation-related extremes. Factoring in the sequence of inflation can protect clients from depleting their portfolio prematurely.
Preparing for rising interest rates could be as simple as expanding the number of asset classes used in the portfolio. An analysis of three differently constructed 60/40 portfolios indicates that more asset classes systematically rebalanced could protect clients from changes in rates.
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