Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about Target-Date Funds. They dissect the pros and cons of investing in target-date funds, what to look out for when choosing a fund, and glide paths.
[02:40] What Are Target Date Funds?
[06:00] Characteristics of Target-Date Funds
[11:15] Industry Highs Versus Lows on Retirement Day
[17:47] Cons of Investing in Target-Date Funds
[25:00] The Home Product Bias and Sticky Assets
[28:10] Performance and Asset Allocation for Target Date Funds
[29:40] Morningstar's Target-Fund Ratings
[35:01] When and When Not to Invest in Target-Date Funds
[41:30] Target-Date Funds Glide Paths
[55:40] Advice to Potential Target-Date Funds Investors
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
