Why the way you think about Social Security and retirement income is all wrong, says index fund legend
Publishing timestamp: 2025-02-15 12:52:50
Summary
Index fund pioneer Charley Ellis argues that Social Security should be factored into investor's asset allocation strategy as a substantial asset, similar to an inflation-protected bond. Failing to recognize this can lead to overly cautious investing and missing out on potential returns.
Sentiment: NEUTRAL
Keywords: personal finance education, retiree finances, investment strategy, markets, retired, retirees, government pensions and social security, wall street, personal finance, family finances, u.s. treasury bonds, portfolio management, personal saving, exchange-traded funds, retirement planning, personal investing, s&p 500 index, suppress zephr, business news, social security, stock indices and averages, u.s. social security administration, stock markets, u.s. 10 year treasury, asset management, inflation,