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Investing Specialists

A Conservative Retirement Saver Portfolio

Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.

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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

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.