Financial planning expert Michael Kitces weighs in on whether higher bond and cash yields suggest that retirees and preretirees should hold more in those asset classes. 00:00 Introduction 00:28 Higher Yields and Asset Allocation Credit-Sensitive Bonds How Does Inflation Affect Asset Allocation? TIPS and the Bond Market Our guest for the video, “How Rising Yields Should Affect Asset Allocation for Retirees, Preretirees” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, co-founder of XY Planning Network and AdvicePay, and is the Chief Financial Planning Nerd for the advisor education platform Kitces.com and the Nerd’s Eye View blog. What to watch from Morningstar. 3 Pillars of Financial Wellness Why Bear Markets Can Be a Good Time to Invest Planning to Retire Soon? Flexibility and Spending Count Morningstar Investment Conference: Recession Risks and the Markets Read what...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)