Flirting with Models

Research Library of Newfound Research

Tag: Generations

The Need for Tactical Solutions Across Generations: Retirees

Retirees generally have very low risk portfolio focused on income. Tactical solutions can maintain the low risk profile while increasing portfolio income.

The Need for Tactical Solutions Across Generations: Baby Boomers

Baby Boomers nearing retirement can be set back by large drawdowns. Tactical solutions can minimize the risk of drawdowns while still seeking growth.

The Need For Tactical Solutions Across Generations: Generation X

Tactical solutions can benefit investors of any age. Those in Generation X can use them to overweight equities during up markets while still managing risk.

The Need for Tactical Solutions Across Generations: Millennials

Millennials should hold high equity allocations, but the financial crisis has left many of them underweight. Tactical solutions can put them back on track.

The Need for Tactical Solutions Across Generations – A Four Part Series

Tactical solutions can benefit investors of any age. In this series, we will look at some specific ways these portfolios can help investors meet their goals
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