Phil Walker
About Phil Walker
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Preparing for the Rebound - A New Discovery in Risk Reduction
Recently published in the Journal of Financial Planning, this breakthrough withdrawal strategy dramatically increases portfolio growth, reduces risk 7x, and can even allow retirees to safely increase their withdrawal rate to counter hyper-inflation. This study represents a paradigm shift in the way the financial planning world thinks about debt for mass affluent investors.
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To Reduce the Risk of Retirement Portfolio Exhaustion, Include Home Equity as a Non-Correlated Asset in the Portfolio
Financial planners have long regarded diversification and asset allocation as essential tools for reducing portfolio risk for their clients. This is especially true for retired clients who regularly draw on their portfolios for income.
Reverse Mortgages Reduce Risk for Retirees While Increasing Wealth
Two of the biggest risks retirees face are from longevity and the market. It is the job of their financial advisor to help mitigate those risks through strategies such as diversification. It has long been considered an advisor’s fiduciary responsibility to engage in the practices of asset allocation and portfolio diversification, first introduced by Harry Markowitz in his 1952 essay “Modern Portfolio Theory.”
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