Tag: stocks
The brief’s key findings are: Economic theory suggests that retirees draw down the assets they accumulated in their work lives, so a higher retiree-worker ratio reduces the supply of saving, thereby increasing investment returns. However, research generally shows that retirees draw down their wealth much more slowly than expected, particularly the wealthy who hold most…
Most people see multicolored chaos in the chart below, which is a visual representation of the returns each year to various types of investments. Morningstar Inc.’s director of quantitative research, Timothy Strauts, sees something else: the need for a diverse portfolio. Strauts, like most investment professionals, knows the Callan Periodic Table of Investment Returns. It…
