Retirement Insights

INTRODUCING RETIREMENT INSIGHTS

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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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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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.

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LATEST RETIREMENT THOUGHT LEADERSHIP

Retirement expectations - Mind the generational gap

This paper summarizes the findings from the 2020 JP Morgan Hong Kong Retirement Readiness Survey.

Two actions to tackle health care costs in retirement

This paper outlines the five things to know and two actions you can take to tackle health care costs in retirement.

Does Asia have a retirement problem?

This commentary points out the opportunity Asian financial advisers have to help clients plan for retirement, including by taking an outcome-oriented approach and helping investors make mutual funds work harder and better for their retirement.

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.

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.

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.

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.