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In our view, higher interest rates will help investors in the sustain phase by providing more stable income.

This Week in Washington: Senate Questions Supreme Court Justice Nominee Ketanji Brown Jackson...

Investors in the sustain phase face new challenges. Portfolios will likely need greater exposure to ‘risk assets’ such as stocks and higher yielding bonds to meet return objectives, in our view. We believe understanding and managing those risks is key to finding the right balance between preservation and growth. Balancing ‘Growth’ and ‘Preservation’ Pre-Retirement The ten years leading up to retirement, what we call the ‘Sustain Phase’, can be scary with questions such as: Will ...