A Balanced Approach in Retirement

A Balanced Approach in Retirement

Wealth Management

A Balanced Approach in Retirement

February 2019

Retirement and wealth strategies expert Matt Sommer discusses how a dynamic asset allocation strategy can address the new challenges many retirees are facing today, including the need for growth in portfolios with a risk-focus. He explores different ways investors, plan sponsors and advisors can incorporate a dynamic asset allocation approach, such as the Janus Henderson Balanced Fund, into their retirement strategies.

The Janus Henderson Balanced Fund is a dynamic asset allocation strategy with the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. The Fund’s asset allocations may vary between 35% and 65% equities depending on market conditions. Providing investors nearing retirement with the growth potential they need while adapting to changing markets is critical for this phase in their investment journey. As investors near retirement, we think it’s important to focus on both the preservation of capital and the potential for growth when investing.

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Submit your retirement and wealth strategies questions to Matt Sommer, head of the Defined Contribution and Wealth Advisor Services team at Janus Henderson.