A Conservative Retirement Saver Portfolio
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
Editor's note: This portfolio was reviewed on June 10, 2019.
Seventy-five years ago, the average remaining life expectancy for a man reaching age 65 was 12.7 years, and 14.7 years for a 65-year-old woman, according to Social Security Administration data. Fast forward to today and those numbers have increased to 19.3 years and 21.6 years, respectively.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.