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37% of baby boomers have more stock exposure than they should, Fidelity says. These 4 tips can help - TL;DR CNBC

37% of baby boomers have more stock exposure than they should, Fidelity says. These 4 tips can help

Publishing timestamp: 2023-07-29 09:00:01


Summary

The article discusses the importance of having exposure to stocks in retirement and provides tips for determining the right level of equity allocation. It highlights that some baby boomers may have too much equity exposure and need to rebalance their portfolios. The article also emphasizes the need for a careful investment strategy and the potential downsides of taking on too much risk or engaging in market timing. Overall, it advises retirees to have a diversified equity exposure and to focus on long-term goals rather than short-term market fluctuations.


Sentiment: NEUTRAL

Tickers: PFG

Keywords: investment strategyretiree financesfinancial consultingwealthgovernment pensions and social securitypersonal debtpersonal investingretirement planningbreaking news: investingbusiness newsemployee pension benefitsretireespersonal spendingprincipal financial group incpersonal financesocial securitypersonal saving

Source: https://www.cnbc.com/2023/07/29/fidelity-37percent-of-boomers-have-more-stock-exposure-than-they-should.html


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