How do you make sure a client's portfolio can deliver reliable retirement paychecks as they transition into retirement? Asset-liability matching is one way to do it.
How do you make sure a client's portfolio can deliver reliable retirement paychecks as they transition into retirement? Asset-liability matching is one way to do it. It is a process that has been used by pension plans for years, where they match investments to the point in time where they will need to be consumed. Learn why clients love this approach and how to apply it to your portfolios.
Speaker:
Dana Anspach
Founder and Chief Executive Officer, Sensible Money, LLC
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