6 Portfolio Directions for Uncertain Times

The American College of Financial Services
ThinkAdvisor
March 30, 2020

With markets still shaky amid ongoing coronavirus concerns, financial experts are counseling those trying to save up for retirement on how best to protect their hard-fought gains. Recommended methods include direct indexing, sustainable investing, outcome-based portfolio management, and more.

WMCP® program director Michael Finke says these and other strategies, including a focus on bonds and extending the retirement assets of the boomer generation, are key to helping advisors and clients through these troubled times.

Read more of Finke’s advice in this article from ThinkAdvisor.

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