Retirement Insights

INTRODUCING RETIREMENT INSIGHTS

22/07/2019

In an evolving retirement landscape, the Retirement Insights program is designed to provide investment professionals and their clients with insights and tools to make better retirement decisions.

FEATURED RETIREMENT INSIGHTS

Principles for a successful retirement

This booklet presents eight essential retirement planning principles. Together with guidance from your advisor, it can give you the control and confidence to make more informed decisions and take positive steps toward a successful retirement.

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Investing for Retirement

Goals-based investing is the key to investing for retirement: Define and prioritize your goals, and align your investment strategy to meet those goals. Get invested, diversity, and stay invested, especially in long-term growth assets.

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Building Better Portfolios

Successful retirement portfolios should reflect your unique needs, as well as an appropriate level of risk for where you are in your retirement journey.

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LATEST RETIREMENT THOUGHT LEADERSHIP

Are you letting volatility derail your retirement plan?

This paper, written by Wina Appleton, advocates why investors should focus on taking the appropriate level of risk for their life stage, based on balancing risk tolerance and time horizon.

Timing Retirement

Deciding when, and how, to retire is a complicated process. It requires careful evaluation of both emotional and financial considerations and the assistance of an experienced financial advisor.

Saving and Investing for a Successful Retirement

Five keys to a financially secure retirement: Define a goal; make a plan; set up and maintain an emergency reserve fund; save smart and early; invest wisely and for the long term.

Retirement Plans and Priorities

Facing the retirement challenge in Asia will require individuals to think about—and invest for—retirement with a long-term, goal-oriented perspective.

Building Better Retirement Portfolios

Successful retirement portfolios should reflect your unique needs, as well as an appropriate level of risk for where you are in your retirement journey.

Investing for Retirement

Planning and investing for retirement can sometimes seem overwhelming, but it doesn’t need to. A simple process, which we refer to as goals-based investing, can help you every step along the way.

Principles for a Successful Retirement

Achieving your retirement goals takes disciplined saving, spending and investing — all of which can feel overwhelming, especially as the retirement landscape in Hong Kong continues to change. It’s times like these when an asset manager can help you focus on what matters most to your financial future.