Income means different things to different people, whether you’re a retiree trying to pay bills and keep ahead of inflation, a homeowner paying a mortgage or a parent saving for your children’s future.
Many of us, however, haven’t focused enough on making income from investments an important, even dynamic, part of our long-term savings and investing plans.
After decades of disciplined saving, many clients could face a new challenge in retirement: adjusting to spending their accumulated wealth responsibly and according to their means.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
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