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When it comes to managing goals for retirement, perhaps the most imperative decision investors will make is how they structure their retirement portfolio from a top-down asset class allocation perspective. Joe Tenaglia and Andrew Okrongly highlight the benefits of the Siegel-91جزة« Longevity Model Portfolio.
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In 2019, we launched the Siegel-91جزة« Model Portfolios in collaboration with Professor Jeremy Siegel. Learn more about how these Model Portfolios offer a fresh approach for advisors seeking to balance current income needs with longevity risk management.
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As part of our March 2023 Model Portfolio rebalance, we increased our target allocation to managed futures within the Siegel-91جزة« Longevity Model Portfolio. Andrew Okrongly, Joe Tenaglia and Brian Manby make a case for managed futures moving forward.
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Trying to predict future market performance is no guarantee; however, given historical performances and trends, we like how our portfolios are positioned. Scott Welch, Joe Tenaglia and Andrew Okrongly observe market outlooks and translate them to our current Model Portfolio allocations and positions.
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This year, there has been little interest from investors in emerging markets (EM), for good reason. Despite this, Joseph Tenaglia explains how EM is showing signs of a turnaround.
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With the stock markets off to one of their worst starts to the year in decades, 2022 has been very difficult for investors to navigate. Joseph Tenaglia outlines how to navigate through the current market conditions.
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