Why advisors encourage these older investors to buy more stocks

The American College of Financial Services
December 2, 2019

Choosing equities and embracing their risk and potential return could make sense for some retirees. Older investors with a combination of pension income, Social Security benefits and income annuities have a measure of safety in retirement.

Michael Finke, professor of wealth management at The American College of Financial Services, shares his insight on Social Security and pensions as separate components of a client’s portfolio, and believes advisors should view them as components of the investor’s overall fixed income allocation. Earlier this year, he released research that showed how a source of guaranteed income can take the pressure off an investor’s portfolio.

Learn more about his research and why stocks might be a smart choice for some retirees.

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