2017: WHEN RETIREMENT INVESTORS TAKE AIM AT THEIR OWN FEET

摘要

This year risks being the year of living dangerously for retirement investors. Low interest rates mean conservative portfolios struggle to generate returns. A legacy of undersaving has left many retirees facing a funding shortfall. Meanwhile, stocks' steady march upward has led some investors to throw caution to the wind. "With interest rates being so low and the stock markets doing well, we see clients wanting to take on more and more risk, asking, 'Can we try to juice our return?'" says Paul Gassel, managing partner at Chicago-based WWM Investments, LLC.